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 | $24,553 | $148,978-83.5% | $200,582-87.8% | $84,808-71.0% |
| Participation rate | 73.8% | 84.2%-10.4pp | 86.9%-13.1pp | 68.3%+5.5pp |
| Annual return | 18.98% | 28.16%-9.2pp | 42.33%-23.4pp | 40.90%-21.9pp |
| Employer contribution / active EE | $990 | $4,815-79.4% | $6,419-84.6% | $2,631-62.4% |
| Participant deferral / active EE | $3,197 | $7,142-55.2% | $9,331-65.7% | $4,212-24.1% |
| Admin fee / account holder | $1,577 | $13,977-88.7% | $16,305-90.3% | $7,344-78.5% |