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 | $109,973 | $213,957-48.6% | $149,696-26.5% | - |
| Participation rate | 93.9% | 79.5%+14.4pp | 82.5%+11.5pp | - |
| Annual return | 17.80% | 9.83%+8.0pp | 276.60%-258.8pp | - |
| Employer contribution / active EE | $1,873 | $3,868-51.6% | $4,644-59.7% | - |
| Participant deferral / active EE | $8,702 | $6,177+40.9% | $6,842+27.2% | - |
| Admin fee / account holder | $2,654 | $24,510-89.2% | $9,309-71.5% | - |