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 | $20,099 | $98,750-79.6% | $149,696-86.6% | $79,858-74.8% |
| Participation rate | 89.1% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.5pp |
| Annual return | 33.46% | 27.43%+6.0pp | 276.60%-243.1pp | 31.71%+1.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,055 | $5,680+41.8% | $6,842+17.7% | $3,740+115.4% |
| Admin fee / account holder | $564 | $6,053-90.7% | $9,309-93.9% | $5,306-89.4% |