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 | $93,678 | $59,839+56.6% | $81,983+14.3% | $79,858+17.3% |
| Participation rate | 84.6% | 61.6%+23.0pp | 69.2%+15.4pp | 69.6%+15.0pp |
| Annual return | 10.93% | 17.56%-6.6pp | 41.31%-30.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,166 | $2,695+17.5% | $3,722-14.9% | $3,740-15.3% |
| Admin fee / account holder | $1,764 | $4,287-58.8% | $5,664-68.8% | $5,306-66.7% |