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 | $5,499 | $46,553-88.2% | $64,056-91.4% | $75,163-92.7% |
| Participation rate | 72.7% | 65.9%+6.8pp | 72.3%+0.4pp | 67.2%+5.5pp |
| Annual return | 15.47% | 26.03%-10.6pp | 33.69%-18.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $263 | $1,974-86.7% | $2,747-90.4% | $2,670-90.2% |
| Participant deferral / active EE | $1,296 | $2,837-54.3% | $3,880-66.6% | $4,125-68.6% |
| Admin fee / account holder | $542 | $2,952-81.6% | $3,068-82.3% | $5,651-90.4% |