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 | $67,434 | $297,529-77.3% | $246,525-72.6% | $357,791-81.2% |
| Participation rate | 92.3% | 86.5%+5.8pp | 82.0%+10.4pp | 85.6%+6.7pp |
| Annual return | 20.24% | -2.25%+22.5pp | 0.46%+19.8pp | 396.79%-376.6pp |
| Employer contribution / active EE | $2,932 | $8,709-66.3% | $7,467-60.7% | $7,508-60.9% |
| Participant deferral / active EE | $10,273 | $6,076+69.1% | $5,422+89.5% | $5,521+86.1% |
| Admin fee / account holder | $956 | $16,212-94.1% | $16,551-94.2% | $28,387-96.6% |