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 | $36,104 | $100,041-63.9% | $149,718-75.9% | $70,131-48.5% |
| Participation rate | 73.9% | 83.6%-9.7pp | 87.1%-13.2pp | 69.5%+4.4pp |
| Annual return | 15.29% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $296 | $3,662-91.9% | $5,445-94.6% | $2,342-87.4% |
| Participant deferral / active EE | $3,485 | $4,983-30.1% | $6,569-46.9% | $3,332+4.6% |
| Admin fee / account holder | $547 | $8,286-93.4% | $11,283-95.2% | $4,645-88.2% |