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 | $22,390 | $70,475-68.2% | $100,516-77.7% | $79,858-72.0% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 15.74% | 21.90%-6.2pp | 30.89%-15.1pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,053 | $5,181+55.4% | $6,270+28.4% | $3,740+115.3% |
| Admin fee / account holder | $6,954 | $4,478+55.3% | $8,081-13.9% | $5,306+31.1% |