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 | $95,830 | $162,322-41.0% | $135,903-29.5% | - |
| Participation rate | 70.7% | 71.5%-0.8pp | 81.9%-11.2pp | - |
| Annual return | 19.10% | 15.15%+3.9pp | 68.23%-49.1pp | - |
| Employer contribution / active EE | $1,645 | $3,400-51.6% | $4,856-66.1% | - |
| Participant deferral / active EE | $4,842 | $5,722-15.4% | $7,758-37.6% | - |
| Admin fee / account holder | $1,952 | $23,877-91.8% | $10,762-81.9% | - |