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 | $17,305 | $60,349-71.3% | $74,183-76.7% | $62,891-72.5% |
| Participation rate | 77.2% | 72.7%+4.4pp | 76.6%+0.6pp | 69.3%+7.9pp |
| Annual return | 6.54% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $284 | $1,680-83.1% | $2,370-88.0% | $2,281-87.6% |
| Participant deferral / active EE | $1,413 | $2,856-50.5% | $3,550-60.2% | $3,203-55.9% |
| Admin fee / account holder | $6,589 | $4,261+54.6% | $5,586+18.0% | $4,296+53.4% |