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 | $12,185 | $85,202-85.7% | $172,739-92.9% | $72,985-83.3% |
| Participation rate | 75.3% | 70.1%+5.3pp | 82.6%-7.3pp | 69.5%+5.8pp |
| Annual return | 17.45% | 27.32%-9.9pp | 802.84%-785.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $142 | $3,324-95.7% | $5,143-97.2% | $2,440-94.2% |
| Participant deferral / active EE | $1,194 | $3,260-63.4% | $5,198-77.0% | $3,607-66.9% |
| Admin fee / account holder | $1,695 | $5,884-71.2% | $13,954-87.9% | $5,124-66.9% |