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 7-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 | $7,715 | $110,257-93.0% | $96,544-92.0% | $139,434-94.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 27.05% | 26.32%+0.7pp | 25.84%+1.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $404 | $3,620-88.8% | $2,965-86.4% | $4,751-91.5% |
| Participant deferral / active EE | $3,071 | $5,548-44.7% | $4,851-36.7% | $6,710-54.2% |
| Admin fee / account holder | $1,297 | $11,591-88.8% | $8,252-84.3% | $11,403-88.6% |