See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,804 | $162,322+2.1% | $135,903+22.0% | - |
| Participation rate | 94.9% | 71.5%+23.4pp | 81.9%+13.0pp | - |
| Annual return | 17.43% | 15.15%+2.3pp | 68.23%-50.8pp | - |
| Employer contribution / active EE | $6 | $3,400-99.8% | $4,856-99.9% | - |
| Participant deferral / active EE | $15,556 | $5,722+171.9% | $7,758+100.5% | - |
| Admin fee / account holder | $4,672 | $23,877-80.4% | $10,762-56.6% | - |