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 | $3,839 | $80,673-95.2% | $101,326-96.2% | $84,808-95.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 44.59% | 38.95%+5.6pp | 36.82%+7.8pp | 40.90%+3.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,472 | $6,840-49.2% | $7,994-56.6% | $4,212-17.5% |
| Admin fee / account holder | $1,231 | $12,784-90.4% | $11,185-89.0% | $7,344-83.2% |