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 | $14,702 | $138,347-89.4% | $184,203-92.0% | $80,856-81.8% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 11.45% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,080 | $7,071-42.3% | $9,131-55.3% | $4,296-5.0% |
| Admin fee / account holder | $2,078 | $10,483-80.2% | $13,901-85.0% | $6,918-70.0% |