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 | $24,516 | $83,477-70.6% | $125,175-80.4% | $72,985-66.4% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.2pp | 69.5%+24.5pp |
| Annual return | 17.71% | 25.78%-8.1pp | 43.79%-26.1pp | 81.00%-63.3pp |
| Employer contribution / active EE | $349 | $2,345-85.1% | $3,865-91.0% | $2,440-85.7% |
| Participant deferral / active EE | $2,326 | $3,585-35.1% | $4,937-52.9% | $3,607-35.5% |
| Admin fee / account holder | $1,036 | $5,517-81.2% | $9,702-89.3% | $5,124-79.8% |