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 5-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 | $15,009 | $179,726-91.6% | $156,263-90.4% | $142,382-89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.81% | 77.86%-65.0pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $636 | $5,069-87.5% | $4,333-85.3% | $4,299-85.2% |
| Participant deferral / active EE | $3,849 | $6,956-44.7% | $6,158-37.5% | $6,507-40.9% |
| Admin fee / account holder | $3,489 | $17,272-79.8% | $14,255-75.5% | $12,624-72.4% |