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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,922 | $78,422-70.8% | $95,952-76.1% | $79,858-71.3% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 29.00% | 19.37%+9.6pp | 91.61%-62.6pp | 31.71%-2.7pp |
| Employer contribution / active EE | $123 | $1,945-93.7% | $2,541-95.2% | $2,471-95.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $318 | $5,622-94.3% | $6,795-95.3% | $5,306-94.0% |