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 10-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 | $3,404 | $427,750-99.2% | $416,308-99.2% | $484,799-99.3% |
| Participation rate | 84.6% | 94.2%-9.6pp | 93.1%-8.5pp | 91.1%-6.5pp |
| Annual return | 6.95% | 8.17%-1.2pp | 8.83%-1.9pp | 5.95%+1.0pp |
| Employer contribution / active EE | $593 | $24,272-97.6% | $24,478-97.6% | $27,493-97.8% |
| Participant deferral / active EE | $0 | $13,509-100.0% | $13,255-100.0% | $6,572-100.0% |
| Admin fee / account holder | $835 | $15,117-94.5% | $14,896-94.4% | $18,209-95.4% |