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 3-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 | $11,638 | $80,673-85.6% | $101,326-88.5% | $84,808-86.3% |
| Participation rate | 80.8% | 77.8%+3.0pp | 81.5%-0.7pp | 68.3%+12.5pp |
| Annual return | 25.30% | 38.95%-13.7pp | 36.82%-11.5pp | 40.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,149 | $6,840-39.4% | $7,994-48.1% | $4,212-1.5% |
| Admin fee / account holder | $1,462 | $12,784-88.6% | $11,185-86.9% | $7,344-80.1% |