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 | $26,311 | $80,968-67.5% | $96,544-72.7% | $75,163-65.0% |
| Participation rate | 83.5% | 71.8%+11.8pp | 76.0%+7.6pp | 67.2%+16.4pp |
| Annual return | 20.85% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $486 | $2,282-78.7% | $2,965-83.6% | $2,670-81.8% |
| Participant deferral / active EE | $2,444 | $3,928-37.8% | $4,851-49.6% | $4,125-40.7% |
| Admin fee / account holder | $2,103 | $6,724-68.7% | $8,252-74.5% | $5,651-62.8% |