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 6-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 | $27,387 | $125,758-78.2% | $169,993-83.9% | $75,163-63.6% |
| Participation rate | 96.1% | 83.6%+12.5pp | 87.0%+9.1pp | 67.2%+28.9pp |
| Annual return | 20.67% | 27.20%-6.5pp | 53.37%-32.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $955 | $4,615-79.3% | $6,785-85.9% | $2,670-64.2% |
| Participant deferral / active EE | $7,076 | $6,837+3.5% | $10,408-32.0% | $4,125+71.5% |
| Admin fee / account holder | $851 | $8,173-89.6% | $12,815-93.4% | $5,651-84.9% |