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 | $44,473 | $68,025-34.6% | $220,428-79.8% | $198,586-77.6% |
| Participation rate | 100.0% | 38.3%+61.7pp | 43.5%+56.5pp | 13.5%+86.5pp |
| Annual return | 15.15% | 9.03%+6.1pp | 90.60%-75.5pp | 9.29%+5.9pp |
| Employer contribution / active EE | $2,599 | $14,065-81.5% | $32,727-92.1% | $15,168-82.9% |
| Participant deferral / active EE | $1,635 | $19+8670.0% | $40+4029.7% | $67+2332.8% |
| Admin fee / account holder | $1,611 | $1,029+56.6% | $12,805-87.4% | $2,037-20.9% |