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 | $12,565 | $106,749-88.2% | $145,433-91.4% | $82,448-84.8% |
| Participation rate | 72.2% | 75.6%-3.4pp | 82.1%-9.9pp | 68.1%+4.2pp |
| Annual return | 23.36% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,910 | $6,519-24.7% | $7,897-37.8% | $4,139+18.6% |
| Admin fee / account holder | $1,133 | $8,390-86.5% | $13,129-91.4% | $7,234-84.3% |