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 | $20,360 | $162,781-87.5% | $133,956-84.8% | $158,922-87.2% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 6.36% | 41.94%-35.6pp | 45.09%-38.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $870 | $4,975-82.5% | $3,919-77.8% | $4,761-81.7% |
| Participant deferral / active EE | $6,053 | $5,911+2.4% | $5,048+19.9% | $5,982+1.2% |
| Admin fee / account holder | $16,719 | $11,736+42.5% | $8,927+87.3% | $11,246+48.7% |