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 | $35,027 | $227,611-84.6% | $115,037-69.6% | - |
| Participation rate | 98.0% | 70.4%+27.5pp | 81.4%+16.6pp | - |
| Annual return | 4.87% | -2.26%+7.1pp | 26.14%-21.3pp | - |
| Employer contribution / active EE | $3,102 | $2,567+20.9% | $4,608-32.7% | - |
| Participant deferral / active EE | $0 | $4,583-100.0% | $6,026-100.0% | - |
| Admin fee / account holder | $571 | $24,340-97.7% | $8,175-93.0% | - |