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 | $11,210 | $99,020-88.7% | $86,590-87.1% | $147,584-92.4% |
| Participation rate | 78.9% | 76.3%+2.6pp | 73.5%+5.4pp | 82.8%-3.9pp |
| Annual return | 10.06% | 1312.34%-1302.3pp | 964.84%-954.8pp | 578.55%-568.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,052 | $3,972-73.5% | $3,609-70.8% | $5,439-80.7% |
| Admin fee / account holder | $2,757 | $5,710-51.7% | $4,906-43.8% | $10,885-74.7% |