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 | $96,598 | $498,888-80.6% | $154,472-37.5% | $498,888-80.6% |
| Participation rate | 100.0% | 90.2%+9.8pp | 99.5%+0.5pp | 90.2%+9.8pp |
| Annual return | 17.54% | 8.46%+9.1pp | 13.65%+3.9pp | 8.46%+9.1pp |
| Employer contribution / active EE | $0 | $28,233-100.0% | $4,756-100.0% | $28,233-100.0% |
| Participant deferral / active EE | $13,954 | $11,296+23.5% | $8,120+71.8% | $11,296+23.5% |
| Admin fee / account holder | $3,900 | $67,015-94.2% | $1,396+179.3% | $67,015-94.2% |