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 | $32,787 | $125,758-73.9% | $169,993-80.7% | $75,163-56.4% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 17.40% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $503 | $4,615-89.1% | $6,785-92.6% | $2,670-81.2% |
| Participant deferral / active EE | $3,765 | $6,837-44.9% | $10,408-63.8% | $4,125-8.7% |
| Admin fee / account holder | $2,066 | $8,173-74.7% | $12,815-83.9% | $5,651-63.4% |