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 | $46,547 | $132,049-64.8% | $200,582-76.8% | $74,304-37.4% |
| Participation rate | 93.2% | 84.1%+9.1pp | 86.9%+6.3pp | 60.3%+32.9pp |
| Annual return | 29.07% | 22.22%+6.9pp | 42.33%-13.3pp | 29.43%-0.4pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,328 | $7,213+15.5% | $9,331-10.8% | $3,767+121.0% |
| Admin fee / account holder | $4,324 | $2,405+79.8% | $16,305-73.5% | $2,969+45.6% |