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 | $15,676 | $87,841-82.2% | $133,980-88.3% | $62,891-75.1% |
| Participation rate | 84.7% | 83.4%+1.3pp | 87.1%-2.4pp | 69.3%+15.4pp |
| Annual return | 14.78% | 12.05%+2.7pp | 29.30%-14.5pp | 20.14%-5.4pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,966 | $4,812+3.2% | $6,282-21.0% | $3,203+55.0% |
| Admin fee / account holder | $1,627 | $5,371-69.7% | $9,324-82.5% | $4,296-62.1% |