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 | $24,369 | $95,803-74.6% | $113,168-78.5% | $84,808-71.3% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,004 | $4,242-29.2% | $5,107-41.2% | $4,212-28.7% |
| Admin fee / account holder | $2,195 | $8,989-75.6% | $12,068-81.8% | $7,344-70.1% |