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 | $29,996 | $105,630-71.6% | $87,507-65.7% | $273,961-89.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 2.66% | 12.25%-9.6pp | 12.21%-9.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,311 | $3,601-63.6% | $3,149-58.4% | $5,287-75.2% |
| Admin fee / account holder | $25,098 | $4,781+425.0% | $4,221+494.7% | $10,132+147.7% |