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 | $19,646 | $153,772-87.2% | $133,980-85.3% | $273,961-92.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.98% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $909 | $6,029-84.9% | $5,211-82.6% | $4,869-81.3% |
| Participant deferral / active EE | $2,538 | $6,958-63.5% | $6,282-59.6% | $5,287-52.0% |
| Admin fee / account holder | $972 | $11,765-91.7% | $9,324-89.6% | $10,132-90.4% |