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 | $19,875 | $81,947-75.7% | $105,387-81.1% | $72,985-72.8% |
| Participation rate | 88.6% | 76.5%+12.0pp | 82.6%+6.0pp | 69.5%+19.1pp |
| Annual return | 18.28% | 42.90%-24.6pp | 26.82%-8.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $611 | $3,468-82.4% | $4,213-85.5% | $2,440-74.9% |
| Participant deferral / active EE | $1,852 | $4,494-58.8% | $5,502-66.3% | $3,607-48.7% |
| Admin fee / account holder | $2,829 | $6,258-54.8% | $6,559-56.9% | $5,124-44.8% |