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 | $23,096 | $85,766-73.1% | $136,294-83.1% | $70,131-67.1% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 16.91% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $338 | $2,966-88.6% | $4,695-92.8% | $2,342-85.6% |
| Participant deferral / active EE | $3,763 | $5,051-25.5% | $6,247-39.8% | $3,332+13.0% |
| Admin fee / account holder | $2,140 | $5,420-60.5% | $9,243-76.9% | $4,645-53.9% |