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 10-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 | $220,624 | $270,399-18.4% | $209,409+5.4% | $357,791-38.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 24.07% | 194.89%-170.8pp | 159.49%-135.4pp | 396.79%-372.7pp |
| Employer contribution / active EE | $2,668 | $6,982-61.8% | $5,035-47.0% | $7,508-64.5% |
| Participant deferral / active EE | $7,561 | $4,606+64.2% | $4,230+78.7% | $5,521+37.0% |
| Admin fee / account holder | $1,259 | $18,969-93.4% | $16,474-92.4% | $28,387-95.6% |