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 | $13,876 | $118,450-88.3% | $98,439-85.9% | $139,434-90.0% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 10.67% | 18.94%-8.3pp | 21.16%-10.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $510 | $3,609-85.9% | $3,048-83.3% | $4,751-89.3% |
| Participant deferral / active EE | $2,770 | $5,392-48.6% | $4,738-41.5% | $6,710-58.7% |
| Admin fee / account holder | $2,500 | $14,026-82.2% | $8,948-72.1% | $11,403-78.1% |