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 | $7,860 | $76,367-89.7% | $93,606-91.6% | $72,985-89.2% |
| Participation rate | 76.3% | 71.7%+4.6pp | 75.8%+0.5pp | 69.5%+6.8pp |
| Annual return | 21.17% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,978 | $3,538-44.1% | $4,069-51.4% | $3,607-45.2% |
| Admin fee / account holder | $1,296 | $6,838-81.0% | $7,888-83.6% | $5,124-74.7% |