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 | $8,610 | $63,355-86.4% | $91,989-90.6% | $72,985-88.2% |
| Participation rate | 92.1% | 72.5%+19.6pp | 78.6%+13.5pp | 69.5%+22.6pp |
| Annual return | 28.94% | 35.35%-6.4pp | 69.02%-40.1pp | 81.00%-52.1pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,003 | $4,883+63.9% | $5,923+35.1% | $3,607+121.9% |
| Admin fee / account holder | $2,328 | $4,668-50.1% | $7,743-69.9% | $5,124-54.6% |