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 | $83,507 | $49,280+69.5% | $67,313+24.1% | $64,186+30.1% |
| Participation rate | 72.7% | 60.8%+11.9pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | 9.87% | -1.39%+11.3pp | -4.08%+13.9pp | 7.63%+2.2pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,806 | $2,484+13.0% | $3,568-21.4% | $3,470-19.1% |
| Admin fee / account holder | $3,394 | $3,863-12.1% | $4,507-24.7% | $4,888-30.6% |