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 | $25,929 | $152,587-83.0% | $125,175-79.3% | $152,861-83.0% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 23.17% | 54.84%-31.7pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $684 | $4,946-86.2% | $3,865-82.3% | $4,762-85.6% |
| Participant deferral / active EE | $2,875 | $5,868-51.0% | $4,937-41.8% | $5,850-50.9% |
| Admin fee / account holder | $3,210 | $13,434-76.1% | $9,702-66.9% | $11,596-72.3% |