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 | $2,156 | $102,966-97.9% | $90,281-97.6% | $152,861-98.6% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 18.48% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $154 | $3,139-95.1% | $2,854-94.6% | $4,762-96.8% |
| Participant deferral / active EE | $788 | $4,281-81.6% | $3,885-79.7% | $5,850-86.5% |
| Admin fee / account holder | $1,163 | $6,171-81.1% | $5,351-78.3% | $11,596-90.0% |