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 9-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 | $19,883 | $91,538-78.3% | $129,995-84.7% | $75,163-73.5% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 19.77% | -631.11%+650.9pp | -137.18%+156.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $672 | $2,845-76.4% | $4,320-84.4% | $2,670-74.8% |
| Participant deferral / active EE | $2,947 | $4,341-32.1% | $5,820-49.4% | $4,125-28.6% |
| Admin fee / account holder | $4,066 | $6,790-40.1% | $10,614-61.7% | $5,651-28.0% |