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 | $8,375 | $127,065-93.4% | $113,168-92.6% | $142,382-94.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 19.74% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $434 | $3,442-87.4% | $2,975-85.4% | $4,299-89.9% |
| Participant deferral / active EE | $2,032 | $5,716-64.4% | $5,107-60.2% | $6,507-68.8% |
| Admin fee / account holder | $1,235 | $15,736-92.2% | $12,068-89.8% | $12,624-90.2% |