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 | $45,487 | $132,049-65.6% | $200,582-77.3% | $74,304-38.8% |
| Participation rate | 70.3% | 84.1%-13.8pp | 86.9%-16.6pp | 60.3%+9.9pp |
| Annual return | 20.88% | 22.22%-1.3pp | 42.33%-21.5pp | 29.43%-8.5pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,383 | $7,213-39.2% | $9,331-53.0% | $3,767+16.3% |
| Admin fee / account holder | $1,339 | $2,405-44.3% | $16,305-91.8% | $2,969-54.9% |