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 7-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 | $87,308 | $92,985-6.1% | $153,485-43.1% | $80,856+8.0% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.88% | 19.95%-5.1pp | 15.65%-0.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $605 | $3,507-82.8% | $5,039-88.0% | $2,755-78.1% |
| Participant deferral / active EE | $3,789 | $5,178-26.8% | $6,757-43.9% | $4,296-11.8% |
| Admin fee / account holder | $2,209 | $8,880-75.1% | $12,724-82.6% | $6,918-68.1% |