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 | $22,087 | $209,336-89.4% | $197,124-88.8% | $137,256-83.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 29.60% | 48.09%-18.5pp | 44.34%-14.7pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,308 | $6,591-80.1% | $6,227-79.0% | $4,156-68.5% |
| Participant deferral / active EE | $8,693 | $9,614-9.6% | $9,135-4.8% | $6,407+35.7% |
| Admin fee / account holder | $1,814 | $17,308-89.5% | $16,298-88.9% | $12,270-85.2% |