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 4-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 | $14,087 | $138,347-89.8% | $184,203-92.4% | $80,856-82.6% |
| Participation rate | 84.4% | 83.9%+0.5pp | 86.8%-2.4pp | 67.6%+16.7pp |
| Annual return | 32.52% | 20.02%+12.5pp | 28.81%+3.7pp | 35.59%-3.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,755 | $7,071+23.8% | $9,131-4.1% | $4,296+103.8% |
| Admin fee / account holder | $2,474 | $10,483-76.4% | $13,901-82.2% | $6,918-64.2% |