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 7-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 | $11,289 | $162,781-93.1% | $133,956-91.6% | $158,922-92.9% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 17.90% | 41.94%-24.0pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $578 | $4,975-88.4% | $3,919-85.3% | $4,761-87.9% |
| Participant deferral / active EE | $3,216 | $5,911-45.6% | $5,048-36.3% | $5,982-46.2% |
| Admin fee / account holder | $461 | $11,736-96.1% | $8,927-94.8% | $11,246-95.9% |