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 9-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 | $13,524 | $88,042-84.6% | $138,135-90.2% | $79,858-83.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 10.24% | 20.58%-10.3pp | 20.51%-10.3pp | 31.71%-21.5pp |
| Employer contribution / active EE | $738 | $3,103-76.2% | $5,587-86.8% | $2,471-70.1% |
| Participant deferral / active EE | $1,843 | $4,704-60.8% | $6,431-71.3% | $3,740-50.7% |
| Admin fee / account holder | $2,216 | $7,791-71.6% | $11,856-81.3% | $5,306-58.2% |