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 | $25,250 | $186,381-86.5% | $428,620-94.1% | $317,036-92.0% |
| Participation rate | 100.0% | 28.2%+71.8pp | 46.0%+54.0pp | 13.0%+87.0pp |
| Annual return | 28.35% | 12.39%+16.0pp | 20.73%+7.6pp | 13.59%+14.8pp |
| Employer contribution / active EE | $534 | $14,456-96.3% | $36,500-98.5% | $14,592-96.3% |
| Participant deferral / active EE | $1,131 | $9+12790.2% | $77+1362.3% | $67+1590.0% |
| Admin fee / account holder | $4,948 | $2,031+143.6% | $7,495-34.0% | $29,657-83.3% |