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 | $12,003 | $70,475-83.0% | $100,516-88.1% | $79,858-85.0% |
| Participation rate | 89.7% | 73.7%+16.0pp | 79.4%+10.3pp | 69.6%+20.0pp |
| Annual return | 13.57% | 21.90%-8.3pp | 30.89%-17.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,191 | $5,181-19.1% | $6,270-33.2% | $3,740+12.1% |
| Admin fee / account holder | $3,151 | $4,478-29.6% | $8,081-61.0% | $5,306-40.6% |