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 | $10,413 | $93,346-88.8% | $71,796-85.5% | $273,961-96.2% |
| Participation rate | 72.2% | 76.5%-4.3pp | 69.1%+3.1pp | 83.0%-10.8pp |
| Annual return | 10.26% | 130.39%-120.1pp | 78.04%-67.8pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,975 | $3,475-43.2% | $2,794-29.3% | $5,287-62.6% |
| Admin fee / account holder | $1,052 | $6,571-84.0% | $4,815-78.1% | $10,132-89.6% |