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 | $25,107 | $181,894-86.2% | $156,549-84.0% | $273,961-90.8% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 4.12% | 30.74%-26.6pp | 32.23%-28.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,145 | $6,248-81.7% | $5,501-79.2% | $4,869-76.5% |
| Participant deferral / active EE | $2,364 | $5,550-57.4% | $4,871-51.5% | $5,287-55.3% |
| Admin fee / account holder | $3,162 | $15,559-79.7% | $13,027-75.7% | $10,132-68.8% |