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 | $13,506 | $270,399-95.0% | $209,409-93.6% | $357,791-96.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 80.4%-0.4pp | 85.6%-5.6pp |
| Annual return | 9.21% | 194.89%-185.7pp | 159.49%-150.3pp | 396.79%-387.6pp |
| Employer contribution / active EE | $401 | $6,982-94.3% | $5,035-92.0% | $7,508-94.7% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $3,733 | $18,969-80.3% | $16,474-77.3% | $28,387-86.8% |