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 5-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 | $36,776 | $138,347-73.4% | $184,203-80.0% | $80,856-54.5% |
| Participation rate | 85.3% | 83.9%+1.4pp | 86.8%-1.5pp | 67.6%+17.7pp |
| Annual return | 24.13% | 20.02%+4.1pp | 28.81%-4.7pp | 35.59%-11.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,772 | $7,071+80.6% | $9,131+39.9% | $4,296+197.3% |
| Admin fee / account holder | $3,411 | $10,483-67.5% | $13,901-75.5% | $6,918-50.7% |