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 | $13,537 | $85,766-84.2% | $136,294-90.1% | $70,131-80.7% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 16.61% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $310 | $2,966-89.6% | $4,695-93.4% | $2,342-86.8% |
| Participant deferral / active EE | $5,030 | $5,051-0.4% | $6,247-19.5% | $3,332+51.0% |
| Admin fee / account holder | $22,633 | $5,420+317.5% | $9,243+144.9% | $4,645+387.2% |