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 | $19,311 | $85,766-77.5% | $136,294-85.8% | $70,131-72.5% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 17.93% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,227 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $13,632 | $5,420+151.5% | $9,243+47.5% | $4,645+193.5% |