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 | $11,836 | $162,781-92.7% | $133,956-91.2% | $158,922-92.6% |
| Participation rate | 78.6% | 83.2%-4.6pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 16.29% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $820 | $4,975-83.5% | $3,919-79.1% | $4,761-82.8% |
| Participant deferral / active EE | $2,875 | $5,911-51.4% | $5,048-43.1% | $5,982-51.9% |
| Admin fee / account holder | $1,140 | $11,736-90.3% | $8,927-87.2% | $11,246-89.9% |