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 | $15,304 | $80,968-81.1% | $96,544-84.1% | $75,163-79.6% |
| Participation rate | 93.9% | 71.8%+22.2pp | 76.0%+18.0pp | 67.2%+26.7pp |
| Annual return | 16.49% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $265 | $2,282-88.4% | $2,965-91.0% | $2,670-90.1% |
| Participant deferral / active EE | $2,631 | $3,928-33.0% | $4,851-45.8% | $4,125-36.2% |
| Admin fee / account holder | $695 | $6,724-89.7% | $8,252-91.6% | $5,651-87.7% |