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 | $13,152 | $53,777-75.5% | $134,143-90.2% | $79,858-83.5% |
| Participation rate | 92.3% | 58.8%+33.5pp | 72.2%+20.1pp | 69.6%+22.7pp |
| Annual return | 16.71% | 19.01%-2.3pp | 36.33%-19.6pp | 31.71%-15.0pp |
| Employer contribution / active EE | $108 | $1,321-91.8% | $3,704-97.1% | $2,471-95.6% |
| Participant deferral / active EE | $3,389 | $2,420+40.0% | $3,499-3.1% | $3,740-9.4% |
| Admin fee / account holder | $977 | $3,984-75.5% | $6,684-85.4% | $5,306-81.6% |