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 | $94,166 | $468,795-79.9% | $779,740-87.9% | $468,795-79.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 100.0%0pp | 85.5%+14.5pp |
| Annual return | 11.48% | 39.95%-28.5pp | 9.51%+2.0pp | 39.95%-28.5pp |
| Employer contribution / active EE | $1,770 | $28,085-93.7% | $1,7700% | $28,085-93.7% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $15,250-100.0% | $10,110-100.0% |
| Admin fee / account holder | $831 | $8,110-89.7% | $8310% | $8,110-89.7% |