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 | $15,502 | $99,985-84.5% | $146,665-89.4% | $85,850-81.9% |
| Participation rate | 87.1% | 73.1%+14.0pp | 80.1%+7.0pp | 69.3%+17.8pp |
| Annual return | 11.40% | 18.93%-7.5pp | 22.74%-11.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,618 | $4,006-34.6% | $5,506-52.4% | $3,952-33.7% |
| Admin fee / account holder | $1,173 | $7,702-84.8% | $10,280-88.6% | $6,260-81.3% |