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 | $16,870 | $65,365-74.2% | $92,893-81.8% | $72,985-76.9% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 19.51% | 42.10%-22.6pp | 109.41%-89.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $216 | $2,594-91.7% | $3,653-94.1% | $2,440-91.2% |
| Participant deferral / active EE | $1,396 | $3,128-55.4% | $4,236-67.0% | $3,607-61.3% |
| Admin fee / account holder | $467 | $4,251-89.0% | $5,794-91.9% | $5,124-90.9% |