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 | $18,761 | $103,376-81.9% | $87,100-78.5% | $152,861-87.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.51% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.8pp |
| Employer contribution / active EE | $415 | $3,220-87.1% | $2,521-83.6% | $4,762-91.3% |
| Participant deferral / active EE | $1,984 | $4,778-58.5% | $4,049-51.0% | $5,850-66.1% |
| Admin fee / account holder | $377 | $12,205-96.9% | $7,497-95.0% | $11,596-96.8% |