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 | $40,424 | $138,347-70.8% | $184,203-78.1% | $80,856-50.0% |
| Participation rate | 88.2% | 83.9%+4.4pp | 86.8%+1.4pp | 67.6%+20.6pp |
| Annual return | 14.11% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $516 | $4,850-89.4% | $6,427-92.0% | $2,755-81.3% |
| Participant deferral / active EE | $4,222 | $7,071-40.3% | $9,131-53.8% | $4,296-1.7% |
| Admin fee / account holder | $1,602 | $10,483-84.7% | $13,901-88.5% | $6,918-76.8% |