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 7-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 | $12,551 | $162,781-92.3% | $133,956-90.6% | $158,922-92.1% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 34.47% | 41.94%-7.5pp | 45.09%-10.6pp | 302.83%-268.4pp |
| Employer contribution / active EE | $813 | $4,975-83.7% | $3,919-79.3% | $4,761-82.9% |
| Participant deferral / active EE | $5,265 | $5,911-10.9% | $5,048+4.3% | $5,982-12.0% |
| Admin fee / account holder | $337 | $11,736-97.1% | $8,927-96.2% | $11,246-97.0% |