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 | $8,593 | $76,312-88.7% | $67,221-87.2% | $158,922-94.6% |
| Participation rate | 93.3% | 84.3%+9.0pp | 79.4%+14.0pp | 82.0%+11.4pp |
| Annual return | 34.23% | 22.77%+11.5pp | 20.72%+13.5pp | 302.83%-268.6pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,926 | $5,264+31.6% | $4,384+58.0% | $5,982+15.8% |
| Admin fee / account holder | $598 | $8,005-92.5% | $5,844-89.8% | $11,246-94.7% |