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 | $19,459 | $88,583-78.0% | $88,497-78.0% | $273,961-92.9% |
| Participation rate | 73.3% | 83.5%-10.1pp | 82.4%-9.1pp | 83.0%-9.7pp |
| Annual return | 84.63% | 5.68%+78.9pp | 7.63%+77.0pp | 41.45%+43.2pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,765 | $4,891-63.9% | $4,899-64.0% | $5,287-66.6% |
| Admin fee / account holder | $630 | $8,980-93.0% | $6,220-89.9% | $10,132-93.8% |