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 | $24,364 | $79,944-69.5% | $98,439-75.2% | $75,163-67.6% |
| Participation rate | 89.5% | 70.4%+19.1pp | 75.2%+14.3pp | 67.2%+22.3pp |
| Annual return | 13.87% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.7pp |
| Employer contribution / active EE | $541 | $2,264-76.1% | $3,048-82.3% | $2,670-79.8% |
| Participant deferral / active EE | $2,950 | $3,752-21.4% | $4,738-37.7% | $4,125-28.5% |
| Admin fee / account holder | $3,938 | $6,840-42.4% | $8,948-56.0% | $5,651-30.3% |