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 | $16,277 | $81,460-80.0% | $103,333-84.2% | $80,856-79.9% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 13.02% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $636 | $3,105-79.5% | $3,868-83.6% | $2,755-76.9% |
| Participant deferral / active EE | $2,219 | $3,869-42.6% | $5,057-56.1% | $4,296-48.3% |
| Admin fee / account holder | $468 | $6,566-92.9% | $8,355-94.4% | $6,918-93.2% |