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 | $61,420 | $52,279+17.5% | $89,391-31.3% | $79,858-23.1% |
| Participation rate | 71.1% | 57.5%+13.5pp | 68.0%+3.1pp | 69.6%+1.4pp |
| Annual return | 12.83% | 22.16%-9.3pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,163 | $2,740-21.1% | $3,890-44.4% | $3,740-42.2% |
| Admin fee / account holder | $9,846 | $3,356+193.3% | $4,881+101.7% | $5,306+85.5% |