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 8-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 | $7,891 | $152,587-94.8% | $125,175-93.7% | $152,861-94.8% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 12.08% | 54.84%-42.8pp | 43.79%-31.7pp | 345.32%-333.2pp |
| Employer contribution / active EE | $598 | $4,946-87.9% | $3,865-84.5% | $4,762-87.4% |
| Participant deferral / active EE | $2,993 | $5,868-49.0% | $4,937-39.4% | $5,850-48.8% |
| Admin fee / account holder | $977 | $13,434-92.7% | $9,702-89.9% | $11,596-91.6% |