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 | $80,673-77.1% | $101,326-81.8% | $84,808-78.2% |
| Participation rate | 88.2% | 77.8%+10.5pp | 81.5%+6.7pp | 68.3%+19.9pp |
| Annual return | 29.60% | 38.95%-9.4pp | 36.82%-7.2pp | 40.90%-11.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,659 | $6,840+12.0% | $7,994-4.2% | $4,212+81.9% |
| Admin fee / account holder | $11,825 | $12,784-7.5% | $11,185+5.7% | $7,344+61.0% |