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 | $15,289 | $106,749-85.7% | $145,433-89.5% | $82,448-81.5% |
| Participation rate | 90.3% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 26.97% | 27.59%-0.6pp | 66.58%-39.6pp | 41.64%-14.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,813 | $6,519-41.5% | $7,897-51.7% | $4,139-7.9% |
| Admin fee / account holder | $1,385 | $8,390-83.5% | $13,129-89.4% | $7,234-80.8% |