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 9-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 | $117,191 | $96,557+21.4% | $80,975+44.7% | $273,961-57.2% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | 7.38% | 15.14%-7.8pp | 17.10%-9.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,617 | $6,598-30.0% | $5,696-18.9% | $5,287-12.7% |
| Admin fee / account holder | $4,290 | $7,492-42.7% | $5,516-22.2% | $10,132-57.7% |