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 4-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 | $24,041 | $80,968-70.3% | $96,544-75.1% | $75,163-68.0% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 22.36% | 27.06%-4.7pp | 25.84%-3.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $127 | $2,282-94.4% | $2,965-95.7% | $2,670-95.2% |
| Participant deferral / active EE | $3,103 | $3,928-21.0% | $4,851-36.0% | $4,125-24.8% |
| Admin fee / account holder | $567 | $6,724-91.6% | $8,252-93.1% | $5,651-90.0% |