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 | $6,986 | $85,766-91.9% | $136,294-94.9% | $70,131-90.0% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 22.15% | 31.45%-9.3pp | 5155.94%-5133.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $160 | $2,966-94.6% | $4,695-96.6% | $2,342-93.2% |
| Participant deferral / active EE | $2,275 | $5,051-55.0% | $6,247-63.6% | $3,332-31.7% |
| Admin fee / account holder | $1,806 | $5,420-66.7% | $9,243-80.5% | $4,645-61.1% |