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 | $17,702 | $162,781-89.1% | $133,956-86.8% | $158,922-88.9% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 11.14% | 41.94%-30.8pp | 45.09%-34.0pp | 302.83%-291.7pp |
| Employer contribution / active EE | $721 | $4,975-85.5% | $3,919-81.6% | $4,761-84.9% |
| Participant deferral / active EE | $4,442 | $5,911-24.8% | $5,048-12.0% | $5,982-25.7% |
| Admin fee / account holder | $1,709 | $11,736-85.4% | $8,927-80.9% | $11,246-84.8% |