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 3-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 | $89,490 | $290,732-69.2% | $200,582-55.4% | - |
| Participation rate | 87.9% | 83.9%+4.0pp | 86.9%+1.0pp | - |
| Annual return | 21.31% | 14.10%+7.2pp | 42.33%-21.0pp | - |
| Employer contribution / active EE | $2,526 | $5,017-49.7% | $6,419-60.7% | - |
| Participant deferral / active EE | $8,596 | $8,241+4.3% | $9,331-7.9% | - |
| Admin fee / account holder | $2,810 | $8,656-67.5% | $16,305-82.8% | - |