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 | $12,894 | $85,766-85.0% | $136,294-90.5% | $70,131-81.6% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 21.97% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $284 | $2,966-90.4% | $4,695-93.9% | $2,342-87.9% |
| Participant deferral / active EE | $4,269 | $5,051-15.5% | $6,247-31.7% | $3,332+28.1% |
| Admin fee / account holder | $1,896 | $5,420-65.0% | $9,243-79.5% | $4,645-59.2% |