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 | $15,403 | $72,277-78.7% | $101,248-84.8% | $79,858-80.7% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 28.10% | 22.30%+5.8pp | 46.47%-18.4pp | 31.71%-3.6pp |
| Employer contribution / active EE | $548 | $2,692-79.6% | $3,660-85.0% | $2,471-77.8% |
| Participant deferral / active EE | $2,546 | $3,282-22.4% | $4,370-41.7% | $3,740-31.9% |
| Admin fee / account holder | $1,106 | $4,400-74.9% | $5,945-81.4% | $5,306-79.2% |