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 | $107,346 | $369,484-70.9% | $303,047-64.6% | $357,791-70.0% |
| Participation rate | 90.5% | 90.0%+0.5pp | 87.1%+3.4pp | 85.6%+4.9pp |
| Annual return | 14.32% | 0.42%+13.9pp | 2.47%+11.8pp | 396.79%-382.5pp |
| Employer contribution / active EE | $4,326 | $9,025-52.1% | $7,418-41.7% | $7,508-42.4% |
| Participant deferral / active EE | $9,023 | $5,439+65.9% | $5,070+78.0% | $5,521+63.4% |
| Admin fee / account holder | $5,694 | $49,137-88.4% | $39,333-85.5% | $28,387-79.9% |