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 7-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 | $11,054 | $105,126-89.5% | $94,646-88.3% | $139,434-92.1% |
| Participation rate | 82.4% | 82.4%0pp | 80.8%+1.5pp | 80.3%+2.0pp |
| Annual return | 16.93% | 38.03%-21.1pp | 156.71%-139.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,380 | $7,599-16.0% | $7,418-14.0% | $6,710-4.9% |
| Admin fee / account holder | $11,201 | $8,984+24.7% | $7,231+54.9% | $11,403-1.8% |