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 | $21,041 | $72,492-71.0% | $87,100-75.8% | $72,985-71.2% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 19.75% | 24.46%-4.7pp | 28.19%-8.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $222 | $1,894-88.3% | $2,521-91.2% | $2,440-90.9% |
| Participant deferral / active EE | $2,079 | $3,270-36.4% | $4,049-48.6% | $3,607-42.4% |
| Admin fee / account holder | $9,366 | $5,055+85.3% | $7,497+24.9% | $5,124+82.8% |