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 | $130,936 | $74,616+75.5% | $90,404+44.8% | - |
| Participation rate | 86.9% | 67.7%+19.2pp | 72.7%+14.2pp | - |
| Annual return | 20.65% | 7.61%+13.0pp | 1293.02%-1272.4pp | - |
| Employer contribution / active EE | $1,079 | $1,474-26.8% | $3,262-66.9% | - |
| Participant deferral / active EE | $6,259 | $2,994+109.0% | $3,963+57.9% | - |
| Admin fee / account holder | $4,750 | $4,675+1.6% | $5,611-15.3% | - |