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 | $18,096 | $77,896-76.8% | $134,172-86.5% | $82,448-78.1% |
| Participation rate | 73.2% | 62.8%+10.4pp | 72.5%+0.7pp | 68.1%+5.1pp |
| Annual return | 18.17% | 18.21%0pp | 25.30%-7.1pp | 41.64%-23.5pp |
| Employer contribution / active EE | $100 | $2,159-95.4% | $3,420-97.1% | $2,551-96.1% |
| Participant deferral / active EE | $1,721 | $3,162-45.6% | $4,690-63.3% | $4,139-58.4% |
| Admin fee / account holder | $2,629 | $6,336-58.5% | $12,016-78.1% | $7,234-63.7% |