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 | $24,290 | $88,370-72.5% | $112,977-78.5% | $79,858-69.6% |
| Participation rate | 97.3% | 76.8%+20.5pp | 82.6%+14.7pp | 69.6%+27.7pp |
| Annual return | 12.98% | 23.16%-10.2pp | 24.24%-11.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $541 | $3,398-84.1% | $4,255-87.3% | $2,471-78.1% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $416 | $5,750-92.8% | $6,294-93.4% | $5,306-92.2% |