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 | $64,429 | $52,477+22.8% | $157,677-59.1% | $52,198+23.4% |
| Participation rate | 85.7% | 61.9%+23.8pp | 28.6%+57.1pp | 11.0%+74.7pp |
| Annual return | 12.55% | 9.01%+3.5pp | 8.39%+4.2pp | 8.23%+4.3pp |
| Employer contribution / active EE | $493 | $10,608-95.4% | $41,487-98.8% | $13,859-96.4% |
| Participant deferral / active EE | $4,071 | $350+1064.5% | $40+10109.8% | $61+6534.9% |
| Admin fee / account holder | $11,984 | $6,127+95.6% | $3,303+262.8% | $1,652+625.3% |