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 | $18,899 | $81,208-76.7% | $98,907-80.9% | $79,858-76.3% |
| Participation rate | 76.7% | 72.5%+4.2pp | 76.0%+0.6pp | 69.6%+7.0pp |
| Annual return | 11.23% | 60.99%-49.8pp | 196.43%-185.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $399 | $1,960-79.6% | $2,689-85.2% | $2,471-83.8% |
| Participant deferral / active EE | $2,990 | $3,265-8.4% | $4,244-29.6% | $3,740-20.1% |
| Admin fee / account holder | $3,514 | $6,013-41.6% | $6,642-47.1% | $5,306-33.8% |