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 | $19,441 | $81,460-76.1% | $103,333-81.2% | $80,856-76.0% |
| Participation rate | 71.8% | 66.8%+4.9pp | 74.5%-2.7pp | 67.6%+4.2pp |
| Annual return | 12.51% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $508 | $3,105-83.6% | $3,868-86.9% | $2,755-81.5% |
| Participant deferral / active EE | $2,950 | $3,869-23.7% | $5,057-41.7% | $4,296-31.3% |
| Admin fee / account holder | $2,964 | $6,566-54.9% | $8,355-64.5% | $6,918-57.2% |