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 6-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 | $29,531 | $148,978-80.2% | $200,582-85.3% | $84,808-65.2% |
| Participation rate | 70.6% | 84.2%-13.6pp | 86.9%-16.3pp | 68.3%+2.3pp |
| Annual return | 15.50% | 28.16%-12.7pp | 42.33%-26.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,372 | $4,815-71.5% | $6,419-78.6% | $2,631-47.9% |
| Participant deferral / active EE | $5,867 | $7,142-17.9% | $9,331-37.1% | $4,212+39.3% |
| Admin fee / account holder | $9,907 | $13,977-29.1% | $16,305-39.2% | $7,344+34.9% |