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 | $14,453 | $80,753-82.1% | $136,294-89.4% | $62,292-76.8% |
| Participation rate | 93.6% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 24.85% | 35.83%-11.0pp | 5155.94%-5131.1pp | 28.90%-4.0pp |
| Employer contribution / active EE | $290 | $2,884-89.9% | $4,695-93.8% | $2,042-85.8% |
| Participant deferral / active EE | $3,212 | $5,164-37.8% | $6,247-48.6% | $3,169+1.4% |
| Admin fee / account holder | $1,540 | $525+193.1% | $9,243-83.3% | $479+221.3% |