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 7-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 | $41,419 | $175,036-76.3% | $52,425-21.0% | - |
| Participation rate | 81.8% | 60.2%+21.6pp | 55.6%+26.2pp | - |
| Annual return | 21.29% | 15.04%+6.2pp | 302.12%-280.8pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $914-100.0% | - |
| Participant deferral / active EE | $7,798 | $3,720+109.7% | $1,790+335.6% | - |
| Admin fee / account holder | $4,425 | $23,923-81.5% | $2,495+77.4% | - |