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 | $16,864 | $73,787-77.1% | $98,716-82.9% | $82,448-79.5% |
| Participation rate | 92.7% | 61.4%+31.3pp | 69.3%+23.4pp | 68.1%+24.7pp |
| Annual return | 16.63% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,101 | $3,081+33.1% | $4,048+1.3% | $4,139-0.9% |
| Admin fee / account holder | $1,603 | $6,500-75.3% | $8,703-81.6% | $7,234-77.8% |