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 | $14,925 | $56,277-73.5% | $80,975-81.6% | $62,891-76.3% |
| Participation rate | 78.8% | 69.0%+9.8pp | 75.8%+2.9pp | 69.3%+9.4pp |
| Annual return | 8.55% | 22.12%-13.6pp | 17.10%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,381 | $4,195-43.2% | $5,696-58.2% | $3,203-25.7% |
| Admin fee / account holder | $1,099 | $3,741-70.6% | $5,516-80.1% | $4,296-74.4% |