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 4-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 | $17,948 | $138,347-87.0% | $184,203-90.3% | $80,856-77.8% |
| Participation rate | 81.5% | 83.9%-2.4pp | 86.8%-5.3pp | 67.6%+13.8pp |
| Annual return | 16.77% | 20.02%-3.3pp | 28.81%-12.0pp | 35.59%-18.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,866 | $7,071+39.5% | $9,131+8.0% | $4,296+129.7% |
| Admin fee / account holder | $3,484 | $10,483-66.8% | $13,901-74.9% | $6,918-49.6% |