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 10-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 | $25,490 | $198,466-87.2% | $170,442-85.0% | $147,584-82.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.10% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $756 | $6,184-87.8% | $5,433-86.1% | $4,876-84.5% |
| Participant deferral / active EE | $3,360 | $5,629-40.3% | $4,939-32.0% | $5,439-38.2% |
| Admin fee / account holder | $1,325 | $16,852-92.1% | $13,880-90.5% | $10,885-87.8% |