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 | $51,342 | $106,584-51.8% | $101,326-49.3% | $142,382-63.9% |
| Participation rate | 76.2% | 82.7%-6.5pp | 81.5%-5.3pp | 80.1%-3.9pp |
| Annual return | 15.50% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,728 | $8,297+17.2% | $7,994+21.7% | $6,507+49.5% |
| Admin fee / account holder | $10,755 | $11,446-6.0% | $11,185-3.8% | $12,624-14.8% |