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 | $112,281 | $176,811-36.5% | $146,958-23.6% | - |
| Participation rate | 78.8% | 76.9%+1.9pp | 82.2%-3.4pp | - |
| Annual return | 14.69% | 11.56%+3.1pp | 418.34%-403.6pp | - |
| Employer contribution / active EE | $456 | $3,294-86.2% | $4,933-90.8% | - |
| Participant deferral / active EE | $7,694 | $6,900+11.5% | $8,070-4.7% | - |
| Admin fee / account holder | $2,620 | $27,451-90.5% | $12,998-79.8% | - |