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 7-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 | $25,123 | $94,625-73.5% | $116,228-78.4% | $84,808-70.4% |
| Participation rate | 86.2% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+17.9pp |
| Annual return | 16.29% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,348 | $3,972+9.5% | $4,953-12.2% | $4,212+3.2% |
| Admin fee / account holder | $2,198 | $10,091-78.2% | $11,989-81.7% | $7,344-70.1% |