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 | $44,460 | $148,978-70.2% | $200,582-77.8% | $84,808-47.6% |
| Participation rate | 76.0% | 84.2%-8.2pp | 86.9%-10.9pp | 68.3%+7.7pp |
| Annual return | 16.86% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $542 | $4,815-88.7% | $6,419-91.5% | $2,631-79.4% |
| Participant deferral / active EE | $4,503 | $7,142-36.9% | $9,331-51.7% | $4,212+6.9% |
| Admin fee / account holder | $834 | $13,977-94.0% | $16,305-94.9% | $7,344-88.6% |