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 10-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 | $84,093 | $96,557-12.9% | $80,975+3.9% | $273,961-69.3% |
| Participation rate | 95.7% | 79.1%+16.6pp | 75.8%+19.8pp | 83.0%+12.6pp |
| Annual return | 6.48% | 15.14%-8.7pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,717 | $6,598-74.0% | $5,696-69.9% | $5,287-67.5% |
| Admin fee / account holder | $11,740 | $7,492+56.7% | $5,516+112.9% | $10,132+15.9% |