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 | $18,689 | $152,587-87.8% | $125,175-85.1% | $152,861-87.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.29% | 54.84%-37.5pp | 43.79%-26.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $851 | $4,946-82.8% | $3,865-78.0% | $4,762-82.1% |
| Participant deferral / active EE | $2,835 | $5,868-51.7% | $4,937-42.6% | $5,850-51.5% |
| Admin fee / account holder | $1,429 | $13,434-89.4% | $9,702-85.3% | $11,596-87.7% |