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 | $26,593 | $86,929-69.4% | $102,423-74.0% | $80,856-67.1% |
| Participation rate | 73.9% | 72.4%+1.5pp | 76.5%-2.6pp | 67.6%+6.3pp |
| Annual return | 16.71% | 18.88%-2.2pp | 29.32%-12.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $682 | $2,369-71.2% | $3,023-77.4% | $2,755-75.2% |
| Participant deferral / active EE | $2,899 | $4,118-29.6% | $5,053-42.6% | $4,296-32.5% |
| Admin fee / account holder | $7,301 | $8,049-9.3% | $9,451-22.7% | $6,918+5.5% |