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 | $12,225 | $103,376-88.2% | $87,100-86.0% | $152,861-92.0% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 22.21% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,666 | $4,778-65.1% | $4,049-58.9% | $5,850-71.5% |
| Admin fee / account holder | $2,866 | $12,205-76.5% | $7,497-61.8% | $11,596-75.3% |