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 6-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 | $18,483 | $78,520-76.5% | $96,576-80.9% | $82,448-77.6% |
| Participation rate | 88.2% | 77.7%+10.5pp | 81.4%+6.8pp | 68.1%+20.2pp |
| Annual return | 29.60% | 41.30%-11.7pp | 38.47%-8.9pp | 41.64%-12.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,659 | $6,754+13.4% | $7,956-3.7% | $4,139+85.0% |
| Admin fee / account holder | $11,825 | $13,455-12.1% | $11,381+3.9% | $7,234+63.5% |