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 | $24,827 | $138,347-82.1% | $184,203-86.5% | $80,856-69.3% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.6%+18.8pp |
| Annual return | 13.96% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,350 | $4,850-72.2% | $6,427-79.0% | $2,755-51.0% |
| Participant deferral / active EE | $4,263 | $7,071-39.7% | $9,131-53.3% | $4,296-0.8% |
| Admin fee / account holder | $5,156 | $10,483-50.8% | $13,901-62.9% | $6,918-25.5% |