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 | $33,948 | $128,324-73.5% | $115,507-70.6% | $237,064-85.7% |
| Participation rate | 100.0% | 52.7%+47.3pp | 42.8%+57.2pp | 45.6%+54.4pp |
| Annual return | 5.67% | 3.98%+1.7pp | 4.07%+1.6pp | 4.16%+1.5pp |
| Employer contribution / active EE | $230 | $53,200-99.6% | $45,149-99.5% | $42,916-99.5% |
| Participant deferral / active EE | $3,173 | $90+3426.9% | $92+3348.4% | $128+2382.0% |
| Admin fee / account holder | $2,375 | $241,606-99.0% | $203,571-98.8% | $21,465-88.9% |