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 | $19,889 | $87,013-77.1% | $106,213-81.3% | $80,856-75.4% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.3%+13.6pp | 67.6%+21.3pp |
| Annual return | 11.51% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $643 | $2,395-73.1% | $3,171-79.7% | $2,755-76.7% |
| Participant deferral / active EE | $2,086 | $3,986-47.7% | $5,016-58.4% | $4,296-51.4% |
| Admin fee / account holder | $1,276 | $8,431-84.9% | $11,033-88.4% | $6,918-81.6% |