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 | $34,366 | $58,577-41.3% | $83,333-58.8% | $64,186-46.5% |
| Participation rate | 94.9% | 72.0%+22.8pp | 77.8%+17.1pp | 69.6%+25.3pp |
| Annual return | -2.44% | 9.65%-12.1pp | 10.63%-13.1pp | 7.63%-10.1pp |
| Employer contribution / active EE | $157 | $2,098-92.5% | $3,379-95.4% | $2,381-93.4% |
| Participant deferral / active EE | $6,396 | $4,654+37.4% | $5,565+14.9% | $3,470+84.3% |
| Admin fee / account holder | $7,809 | $9,275-15.8% | $7,510+4.0% | $4,888+59.8% |