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 | $13,265 | $77,634-82.9% | $156,549-91.5% | $62,891-78.9% |
| Participation rate | 89.7% | 71.2%+18.5pp | 84.0%+5.6pp | 69.3%+20.3pp |
| Annual return | 12.05% | 50.32%-38.3pp | 32.23%-20.2pp | 20.14%-8.1pp |
| Employer contribution / active EE | $13 | $3,444-99.6% | $5,501-99.8% | $2,281-99.4% |
| Participant deferral / active EE | $3,655 | $3,045+20.0% | $4,871-25.0% | $3,203+14.1% |
| Admin fee / account holder | $1,410 | $5,561-74.6% | $13,027-89.2% | $4,296-67.2% |