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 | $108,284 | $369,484-70.7% | $303,047-64.3% | $357,791-69.7% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 14.46% | 0.42%+14.0pp | 2.47%+12.0pp | 396.79%-382.3pp |
| Employer contribution / active EE | $4,654 | $9,025-48.4% | $7,418-37.3% | $7,508-38.0% |
| Participant deferral / active EE | $12,119 | $5,439+122.8% | $5,070+139.0% | $5,521+119.5% |
| Admin fee / account holder | $6,023 | $49,137-87.7% | $39,333-84.7% | $28,387-78.8% |