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 | $15,508 | $80,968-80.8% | $96,544-83.9% | $75,163-79.4% |
| Participation rate | 70.4% | 71.8%-1.3pp | 76.0%-5.5pp | 67.2%+3.2pp |
| Annual return | 36.42% | 27.06%+9.4pp | 25.84%+10.6pp | 160.62%-124.2pp |
| Employer contribution / active EE | $443 | $2,282-80.6% | $2,965-85.0% | $2,670-83.4% |
| Participant deferral / active EE | $1,841 | $3,928-53.1% | $4,851-62.0% | $4,125-55.4% |
| Admin fee / account holder | $1,950 | $6,724-71.0% | $8,252-76.4% | $5,651-65.5% |