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 | $193,723 | $226,918-14.6% | $226,918-14.6% | $417,905-53.6% |
| Participation rate | 100.0% | 19.4%+80.6pp | 17.5%+82.5pp | 39.2%+60.8pp |
| Annual return | 14.52% | 8.93%+5.6pp | 9.49%+5.0pp | 13.91%+0.6pp |
| Employer contribution / active EE | $684 | $31,546-97.8% | $29,215-97.7% | $35,282-98.1% |
| Participant deferral / active EE | $2,053 | $190+981.9% | $359+471.6% | $94+2080.6% |
| Admin fee / account holder | $2,254 | $16,566-86.4% | $16,566-86.4% | $41,846-94.6% |