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 10-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 | $28,839 | $181,894-84.1% | $156,549-81.6% | $273,961-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.12% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $469 | $6,248-92.5% | $5,501-91.5% | $4,869-90.4% |
| Participant deferral / active EE | $6,486 | $5,550+16.9% | $4,871+33.2% | $5,287+22.7% |
| Admin fee / account holder | $344 | $15,559-97.8% | $13,027-97.4% | $10,132-96.6% |