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 4-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 | $16,561 | $109,881-84.9% | $150,045-89.0% | $84,808-80.5% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 26.49% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.4pp |
| Employer contribution / active EE | $10 | $3,561-99.7% | $4,693-99.8% | $2,631-99.6% |
| Participant deferral / active EE | $4,467 | $6,636-32.7% | $7,997-44.1% | $4,212+6.1% |
| Admin fee / account holder | $1,287 | $8,568-85.0% | $13,435-90.4% | $7,344-82.5% |