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 | $193,790 | $369,484-47.6% | $303,047-36.1% | $357,791-45.8% |
| Participation rate | 95.7% | 90.0%+5.7pp | 87.1%+8.6pp | 85.6%+10.1pp |
| Annual return | 14.33% | 0.42%+13.9pp | 2.47%+11.9pp | 396.79%-382.5pp |
| Employer contribution / active EE | $4,032 | $9,025-55.3% | $7,418-45.6% | $7,508-46.3% |
| Participant deferral / active EE | $8,188 | $5,439+50.5% | $5,070+61.5% | $5,521+48.3% |
| Admin fee / account holder | $3,538 | $49,137-92.8% | $39,333-91.0% | $28,387-87.5% |