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 | $17,835 | $84,556-78.9% | $116,228-84.7% | $74,304-76.0% |
| Participation rate | 83.0% | 66.0%+17.0pp | 74.6%+8.4pp | 60.3%+22.7pp |
| Annual return | 15.54% | 18.35%-2.8pp | 90.06%-74.5pp | 29.43%-13.9pp |
| Employer contribution / active EE | $453 | $2,168-79.1% | $2,994-84.9% | $2,241-79.8% |
| Participant deferral / active EE | $1,984 | $3,814-48.0% | $4,953-60.0% | $3,767-47.3% |
| Admin fee / account holder | $1,359 | $3,792-64.2% | $11,989-88.7% | $2,969-54.2% |