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 | $15,344 | $225,135-93.2% | $123,892-87.6% | - |
| Participation rate | 100.0% | 69.5%+30.5pp | 81.4%+18.6pp | - |
| Annual return | 12.23% | 8.01%+4.2pp | 47.52%-35.3pp | - |
| Employer contribution / active EE | $3,202 | $2,580+24.1% | $4,617-30.7% | - |
| Participant deferral / active EE | $0 | $4,315-100.0% | $5,984-100.0% | - |
| Admin fee / account holder | $339 | $19,833-98.3% | $8,357-95.9% | - |