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 | $11,343 | $198,466-94.3% | $170,442-93.3% | $147,584-92.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.79% | 257.29%-239.5pp | 205.93%-188.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $899 | $6,184-85.5% | $5,433-83.4% | $4,876-81.6% |
| Participant deferral / active EE | $3,041 | $5,629-46.0% | $4,939-38.4% | $5,439-44.1% |
| Admin fee / account holder | $8,608 | $16,852-48.9% | $13,880-38.0% | $10,885-20.9% |