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 | $5,184 | $100,041-94.8% | $149,718-96.5% | $70,131-92.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.79% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $234 | $3,662-93.6% | $5,445-95.7% | $2,342-90.0% |
| Participant deferral / active EE | $2,501 | $4,983-49.8% | $6,569-61.9% | $3,332-24.9% |
| Admin fee / account holder | $1,280 | $8,286-84.5% | $11,283-88.7% | $4,645-72.4% |