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 | $26,284 | $152,587-82.8% | $125,175-79.0% | $152,861-82.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.78% | 54.84%-29.1pp | 43.79%-18.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $850 | $4,946-82.8% | $3,865-78.0% | $4,762-82.2% |
| Participant deferral / active EE | $5,604 | $5,868-4.5% | $4,937+13.5% | $5,850-4.2% |
| Admin fee / account holder | $32,493 | $13,434+141.9% | $9,702+234.9% | $11,596+180.2% |