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 | $216,755 | $176,816+22.6% | $176,816+22.6% | $237,064-8.6% |
| Participation rate | 100.0% | 47.0%+53.0pp | 39.2%+60.8pp | 45.6%+54.4pp |
| Annual return | 9.71% | 2.97%+6.7pp | 2.89%+6.8pp | 4.16%+5.5pp |
| Employer contribution / active EE | $5,200 | $44,301-88.3% | $39,831-86.9% | $42,916-87.9% |
| Participant deferral / active EE | $0 | $98-100.0% | $99-100.0% | $128-100.0% |
| Admin fee / account holder | $489 | $478+2.3% | $478+2.3% | $21,465-97.7% |