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 6-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 | $25,924 | $125,758-79.4% | $169,993-84.7% | $75,163-65.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 21.72% | 27.20%-5.5pp | 53.37%-31.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,443 | $4,615-68.7% | $6,785-78.7% | $2,670-46.0% |
| Participant deferral / active EE | $4,070 | $6,837-40.5% | $10,408-60.9% | $4,125-1.3% |
| Admin fee / account holder | $958 | $8,173-88.3% | $12,815-92.5% | $5,651-83.1% |