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 | $22,486 | $153,772-85.4% | $133,980-83.2% | $273,961-91.8% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 4.59% | 36.51%-31.9pp | 29.30%-24.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,456 | $6,958-64.7% | $6,282-60.9% | $5,287-53.5% |
| Admin fee / account holder | $303 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |