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 3-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 | $13,363 | $78,520-83.0% | $96,576-86.2% | $82,448-83.8% |
| Participation rate | 79.3% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.2pp |
| Annual return | 48.46% | 41.30%+7.2pp | 38.47%+10.0pp | 41.64%+6.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,734 | $6,754-15.1% | $7,956-27.9% | $4,139+38.5% |
| Admin fee / account holder | $1,873 | $13,455-86.1% | $11,381-83.5% | $7,234-74.1% |