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 | $7,823 | $87,013-91.0% | $106,213-92.6% | $80,856-90.3% |
| Participation rate | 70.3% | 70.4%-0.2pp | 75.3%-5.0pp | 67.6%+2.6pp |
| Annual return | 14.75% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $467 | $2,395-80.5% | $3,171-85.3% | $2,755-83.0% |
| Participant deferral / active EE | $1,938 | $3,986-51.4% | $5,016-61.4% | $4,296-54.9% |
| Admin fee / account holder | $910 | $8,431-89.2% | $11,033-91.8% | $6,918-86.9% |