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 | $26,948 | $198,466-86.4% | $170,442-84.2% | $147,584-81.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.79% | 257.29%-243.5pp | 205.93%-192.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $454 | $6,184-92.7% | $5,433-91.6% | $4,876-90.7% |
| Participant deferral / active EE | $3,176 | $5,629-43.6% | $4,939-35.7% | $5,439-41.6% |
| Admin fee / account holder | $10,920 | $16,852-35.2% | $13,880-21.3% | $10,885+0.3% |