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 | $41,724 | $163,676-74.5% | $93,789-55.5% | - |
| Participation rate | 80.8% | 66.2%+14.6pp | 81.0%-0.1pp | - |
| Annual return | 169.76% | -11.88%+181.6pp | -11.33%+181.1pp | - |
| Employer contribution / active EE | $808 | $2,304-64.9% | $4,323-81.3% | - |
| Participant deferral / active EE | $4,495 | $3,975+13.1% | $6,094-26.2% | - |
| Admin fee / account holder | $1,607 | $34,290-95.3% | $7,195-77.7% | - |