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 | $91,911 | $83,477+10.1% | $125,175-26.6% | $72,985+25.9% |
| Participation rate | 71.8% | 73.3%-1.5pp | 79.8%-8.0pp | 69.5%+2.3pp |
| Annual return | 17.55% | 25.78%-8.2pp | 43.79%-26.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,077 | $3,585-14.2% | $4,937-37.7% | $3,607-14.7% |
| Admin fee / account holder | $1,641 | $5,517-70.3% | $9,702-83.1% | $5,124-68.0% |