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 9-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 | $116,803 | $349,454-66.6% | $250,061-53.3% | $338,187-65.5% |
| Participation rate | 100.0% | 46.9%+53.1pp | 46.0%+54.0pp | 44.0%+56.0pp |
| Annual return | 21.90% | 7.41%+14.5pp | 7.82%+14.1pp | 13.05%+8.9pp |
| Employer contribution / active EE | $2,570 | $40,226-93.6% | $31,823-91.9% | $37,639-93.2% |
| Participant deferral / active EE | $3,047 | $170+1690.3% | $365+734.4% | $49+6152.0% |
| Admin fee / account holder | $1,824 | $31,499-94.2% | $18,503-90.1% | $30,864-94.1% |