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 | $18,636 | $68,547-72.8% | $120,354-84.5% | $80,856-77.0% |
| Participation rate | 97.9% | 61.6%+36.3pp | 71.9%+26.0pp | 67.6%+30.2pp |
| Annual return | 10.88% | 23.60%-12.7pp | 107.15%-96.3pp | 35.59%-24.7pp |
| Employer contribution / active EE | $353 | $2,051-82.8% | $3,463-89.8% | $2,755-87.2% |
| Participant deferral / active EE | $1,783 | $3,173-43.8% | $4,991-64.3% | $4,296-58.5% |
| Admin fee / account holder | $780 | $5,732-86.4% | $9,423-91.7% | $6,918-88.7% |