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 | $57,642 | $83,477-30.9% | $125,175-54.0% | $72,985-21.0% |
| Participation rate | 86.9% | 73.3%+13.6pp | 79.8%+7.1pp | 69.5%+17.4pp |
| Annual return | 24.35% | 25.78%-1.4pp | 43.79%-19.4pp | 81.00%-56.7pp |
| Employer contribution / active EE | $515 | $2,345-78.1% | $3,865-86.7% | $2,440-78.9% |
| Participant deferral / active EE | $3,463 | $3,585-3.4% | $4,937-29.9% | $3,607-4.0% |
| Admin fee / account holder | $722 | $5,517-86.9% | $9,702-92.6% | $5,124-85.9% |