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 | $14,599 | $83,477-82.5% | $125,175-88.3% | $72,985-80.0% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.5%+15.9pp |
| Annual return | 19.07% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $401 | $2,345-82.9% | $3,865-89.6% | $2,440-83.6% |
| Participant deferral / active EE | $4,459 | $3,585+24.4% | $4,937-9.7% | $3,607+23.6% |
| Admin fee / account holder | $1,655 | $5,517-70.0% | $9,702-82.9% | $5,124-67.7% |