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 | $26,977 | $192,717-86.0% | $142,449-81.1% | $139,434-80.7% |
| Participation rate | 92.9% | 81.5%+11.4pp | 76.8%+16.1pp | 80.3%+12.5pp |
| Annual return | 10.76% | 17.99%-7.2pp | 19.99%-9.2pp | 372.94%-362.2pp |
| Employer contribution / active EE | $644 | $5,806-88.9% | $4,847-86.7% | $4,751-86.4% |
| Participant deferral / active EE | $3,764 | $7,208-47.8% | $6,283-40.1% | $6,710-43.9% |
| Admin fee / account holder | $3,762 | $15,124-75.1% | $10,011-62.4% | $11,403-67.0% |