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 4-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 | $27,609 | $125,758-78.0% | $169,993-83.8% | $75,163-63.3% |
| Participation rate | 79.7% | 83.6%-3.9pp | 87.0%-7.3pp | 67.2%+12.5pp |
| Annual return | 22.66% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,970 | $6,837+104.3% | $10,408+34.2% | $4,125+238.7% |
| Admin fee / account holder | $5,560 | $8,173-32.0% | $12,815-56.6% | $5,651-1.6% |