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.)
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 | $27,584 | $87,841-68.6% | $133,980-79.4% | $62,891-56.1% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 19.13% | 12.05%+7.1pp | 29.30%-10.2pp | 20.14%-1.0pp |
| Employer contribution / active EE | $769 | $3,483-77.9% | $5,211-85.2% | $2,281-66.3% |
| Participant deferral / active EE | $4,332 | $4,812-10.0% | $6,282-31.0% | $3,203+35.2% |
| Admin fee / account holder | $3,150 | $5,371-41.4% | $9,324-66.2% | $4,296-26.7% |