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 | $43,492 | $176,947-75.4% | $116,228-62.6% | - |
| Participation rate | 73.7% | 61.8%+11.9pp | 74.6%-0.8pp | - |
| Annual return | 16.90% | 15.13%+1.8pp | 90.06%-73.2pp | - |
| Employer contribution / active EE | $514 | $2,196-76.6% | $2,994-82.9% | - |
| Participant deferral / active EE | $2,289 | $4,114-44.4% | $4,953-53.8% | - |
| Admin fee / account holder | $10,293 | $22,209-53.7% | $11,989-14.1% | - |