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 | $18,512 | $79,944-76.8% | $98,439-81.2% | $75,163-75.4% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.2%+13.2pp | 67.2%+21.2pp |
| Annual return | 16.62% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $481 | $2,264-78.7% | $3,048-84.2% | $2,670-82.0% |
| Participant deferral / active EE | $1,797 | $3,752-52.1% | $4,738-62.1% | $4,125-56.4% |
| Admin fee / account holder | $632 | $6,840-90.8% | $8,948-92.9% | $5,651-88.8% |