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 | $11,258 | $80,968-86.1% | $96,544-88.3% | $75,163-85.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.47% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $276 | $2,282-87.9% | $2,965-90.7% | $2,670-89.7% |
| Participant deferral / active EE | $2,361 | $3,928-39.9% | $4,851-51.3% | $4,125-42.8% |
| Admin fee / account holder | $1,979 | $6,724-70.6% | $8,252-76.0% | $5,651-65.0% |