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 | $49,734 | $656,253-92.4% | $632,405-92.1% | $484,799-89.7% |
| Participation rate | 100.0% | 90.8%+9.2pp | 89.5%+10.5pp | 91.1%+8.9pp |
| Annual return | 8.89% | 2.20%+6.7pp | 2.81%+6.1pp | 5.95%+2.9pp |
| Employer contribution / active EE | $2,920 | $32,826-91.1% | $32,215-90.9% | $27,493-89.4% |
| Participant deferral / active EE | $1,664 | $3,319-49.9% | $3,300-49.6% | $6,572-74.7% |
| Admin fee / account holder | $354 | $16,461-97.8% | $30,649-98.8% | $18,209-98.1% |