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 | $28,020 | $86,929-67.8% | $102,423-72.6% | $80,856-65.3% |
| Participation rate | 86.0% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.4pp |
| Annual return | 13.25% | 18.88%-5.6pp | 29.32%-16.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $605 | $2,369-74.5% | $3,023-80.0% | $2,755-78.0% |
| Participant deferral / active EE | $2,817 | $4,118-31.6% | $5,053-44.3% | $4,296-34.4% |
| Admin fee / account holder | $516 | $8,049-93.6% | $9,451-94.5% | $6,918-92.5% |