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 | $201,405 | $136,791+47.2% | $133,956+50.4% | - |
| Participation rate | 73.7% | 70.8%+2.9pp | 79.8%-6.1pp | - |
| Annual return | 11.18% | 9.25%+1.9pp | 45.09%-33.9pp | - |
| Employer contribution / active EE | $379 | $2,431-84.4% | $3,919-90.3% | - |
| Participant deferral / active EE | $4,929 | $3,586+37.5% | $5,048-2.4% | - |
| Admin fee / account holder | $13,915 | $8,409+65.5% | $8,927+55.9% | - |