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 | $19,612 | $81,460-75.9% | $103,333-81.0% | $80,856-75.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.94% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $707 | $3,105-77.2% | $3,868-81.7% | $2,755-74.3% |
| Participant deferral / active EE | $2,066 | $3,869-46.6% | $5,057-59.2% | $4,296-51.9% |
| Admin fee / account holder | $870 | $6,566-86.7% | $8,355-89.6% | $6,918-87.4% |