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 5-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 | $13,048 | $103,966-87.4% | $112,887-88.4% | $75,163-82.6% |
| Participation rate | 94.3% | 75.7%+18.6pp | 80.5%+13.8pp | 67.2%+27.1pp |
| Annual return | 17.96% | 24.54%-6.6pp | 34.10%-16.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,563-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,201 | $5,456+32.0% | $6,513+10.6% | $4,125+74.6% |
| Admin fee / account holder | $897 | $7,663-88.3% | $7,047-87.3% | $5,651-84.1% |