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 8-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 | $29,626 | $146,267-79.7% | $197,124-85.0% | $82,448-64.1% |
| Participation rate | 96.6% | 84.0%+12.5pp | 86.7%+9.8pp | 68.1%+28.5pp |
| Annual return | 16.18% | 29.61%-13.4pp | 44.34%-28.2pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,444 | $4,723-69.4% | $6,227-76.8% | $2,551-43.4% |
| Participant deferral / active EE | $6,540 | $7,035-7.0% | $9,135-28.4% | $4,139+58.0% |
| Admin fee / account holder | $3,407 | $14,422-76.4% | $16,298-79.1% | $7,234-52.9% |