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 10-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 | $10,256 | $74,927-86.3% | $101,794-89.9% | $84,808-87.9% |
| Participation rate | 94.0% | 61.4%+32.6pp | 69.2%+24.8pp | 68.3%+25.7pp |
| Annual return | 14.45% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $255 | $1,522-83.3% | $2,289-88.9% | $2,631-90.3% |
| Participant deferral / active EE | $1,594 | $3,099-48.6% | $4,084-61.0% | $4,212-62.2% |
| Admin fee / account holder | $587 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |