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 | $21,583 | $72,492-70.2% | $87,100-75.2% | $72,985-70.4% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 18.92% | 24.46%-5.5pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $358 | $1,894-81.1% | $2,521-85.8% | $2,440-85.3% |
| Participant deferral / active EE | $3,518 | $3,270+7.6% | $4,049-13.1% | $3,607-2.5% |
| Admin fee / account holder | $1,174 | $5,055-76.8% | $7,497-84.3% | $5,124-77.1% |