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 | $145,085 | $369,484-60.7% | $303,047-52.1% | $357,791-59.4% |
| Participation rate | 90.0% | 90.0%0pp | 87.1%+2.9pp | 85.6%+4.4pp |
| Annual return | 14.56% | 0.42%+14.1pp | 2.47%+12.1pp | 396.79%-382.2pp |
| Employer contribution / active EE | $2,734 | $9,025-69.7% | $7,418-63.1% | $7,508-63.6% |
| Participant deferral / active EE | $8,230 | $5,439+51.3% | $5,070+62.3% | $5,521+49.1% |
| Admin fee / account holder | $1,561 | $49,137-96.8% | $39,333-96.0% | $28,387-94.5% |