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 | $176,947-76.6% | $53,898-23.2% | - |
| Participation rate | 81.8% | 61.8%+20.0pp | 55.0%+26.9pp | - |
| Annual return | 21.29% | 15.13%+6.2pp | 528.60%-507.3pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $932-100.0% | - |
| Participant deferral / active EE | $7,798 | $4,114+89.5% | $1,826+327.0% | - |
| Admin fee / account holder | $4,425 | $22,209-80.1% | $2,491+77.7% | - |