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 | $72,236 | $180,101-59.9% | $142,449-49.3% | - |
| Participation rate | 72.7% | 65.2%+7.5pp | 76.8%-4.1pp | - |
| Annual return | 12.19% | 26.55%-14.4pp | 19.99%-7.8pp | - |
| Employer contribution / active EE | $892 | $2,353-62.1% | $4,847-81.6% | - |
| Participant deferral / active EE | $3,007 | $4,104-26.7% | $6,283-52.1% | - |
| Admin fee / account holder | $7,888 | $23,406-66.3% | $10,011-21.2% | - |