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 | $22,002 | $112,096-80.4% | $95,952-77.1% | $158,922-86.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 21.75% | 171.09%-149.3pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $295 | $3,198-90.8% | $2,541-88.4% | $4,761-93.8% |
| Participant deferral / active EE | $1,770 | $4,784-63.0% | $4,167-57.5% | $5,982-70.4% |
| Admin fee / account holder | $6,118 | $10,130-39.6% | $6,795-10.0% | $11,246-45.6% |