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 3-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 | $5,537 | $46,553-88.1% | $64,056-91.4% | $75,163-92.6% |
| Participation rate | 73.5% | 65.9%+7.6pp | 72.3%+1.2pp | 67.2%+6.3pp |
| Annual return | 32.73% | 26.03%+6.7pp | 33.69%-1.0pp | 160.62%-127.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,586 | $2,837+132.2% | $3,880+69.7% | $4,125+59.7% |
| Admin fee / account holder | $2,163 | $2,952-26.7% | $3,068-29.5% | $5,651-61.7% |