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 3-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 | $23,613 | $201,272-88.3% | $184,203-87.2% | $145,922-83.8% |
| Participation rate | 76.2% | 87.5%-11.3pp | 86.8%-10.6pp | 80.3%-4.1pp |
| Annual return | 16.46% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $14 | $7,022-99.8% | $6,427-99.8% | $4,660-99.7% |
| Participant deferral / active EE | $6,779 | $9,806-30.9% | $9,131-25.8% | $6,688+1.4% |
| Admin fee / account holder | $761 | $16,364-95.3% | $13,901-94.5% | $13,397-94.3% |