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 3-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 | $18,066 | $77,503-76.7% | $100,391-82.0% | $80,856-77.7% |
| Participation rate | 96.0% | 76.9%+19.1pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 18.15% | 37.20%-19.1pp | 49.20%-31.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,794 | $6,820+43.6% | $8,082+21.2% | $4,296+128.0% |
| Admin fee / account holder | $2,164 | $5,897-63.3% | $7,899-72.6% | $6,918-68.7% |