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 8-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 | $108,709 | $96,956+12.1% | $70,014+55.3% | $273,961-60.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.92% | 12.93%-10.0pp | 12.99%-10.1pp | 41.45%-38.5pp |
| Employer contribution / active EE | $156 | $3,316-95.3% | $2,338-93.3% | $4,869-96.8% |
| Participant deferral / active EE | $1,835 | $3,744-51.0% | $2,931-37.4% | $5,287-65.3% |
| Admin fee / account holder | $4,055 | $7,934-48.9% | $4,380-7.4% | $10,132-60.0% |