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 | $36,630 | $59,332-38.3% | $90,223-59.4% | $59,632-38.6% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.0%+4.3pp | 68.7%+14.7pp |
| Annual return | 1.16% | 3.25%-2.1pp | 1.31%-0.1pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,343 | $4,369-0.6% | $5,792-25.0% | $3,192+36.1% |
| Admin fee / account holder | $11,366 | $5,032+125.9% | $7,406+53.5% | $4,297+164.5% |