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 6-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 | $8,261 | $87,013-90.5% | $106,213-92.2% | $80,856-89.8% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 10.84% | 17.05%-6.2pp | 116.14%-105.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $570 | $2,395-76.2% | $3,171-82.0% | $2,755-79.3% |
| Participant deferral / active EE | $2,667 | $3,986-33.1% | $5,016-46.8% | $4,296-37.9% |
| Admin fee / account holder | $326 | $8,431-96.1% | $11,033-97.0% | $6,918-95.3% |