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 | $22,200 | $152,587-85.5% | $125,175-82.3% | $152,861-85.5% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 12.10% | 54.84%-42.7pp | 43.79%-31.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $152 | $4,946-96.9% | $3,865-96.1% | $4,762-96.8% |
| Participant deferral / active EE | $2,210 | $5,868-62.3% | $4,937-55.2% | $5,850-62.2% |
| Admin fee / account holder | $10,708 | $13,434-20.3% | $9,702+10.4% | $11,596-7.7% |