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 | $18,588 | $106,749-82.6% | $145,433-87.2% | $82,448-77.5% |
| Participation rate | 87.9% | 75.6%+12.2pp | 82.1%+5.8pp | 68.1%+19.8pp |
| Annual return | 20.62% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,685 | $6,519-28.1% | $7,897-40.7% | $4,139+13.2% |
| Admin fee / account holder | $3,273 | $8,390-61.0% | $13,129-75.1% | $7,234-54.8% |