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 | $22,235 | $78,422-71.6% | $95,952-76.8% | $79,858-72.2% |
| Participation rate | 77.3% | 73.5%+3.8pp | 77.1%+0.3pp | 69.6%+7.7pp |
| Annual return | 12.62% | 19.37%-6.8pp | 91.61%-79.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $377 | $1,945-80.6% | $2,541-85.2% | $2,471-84.8% |
| Participant deferral / active EE | $2,097 | $3,440-39.0% | $4,167-49.7% | $3,740-43.9% |
| Admin fee / account holder | $5,021 | $5,622-10.7% | $6,795-26.1% | $5,306-5.4% |