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 | $26,320 | $176,812-85.1% | $146,665-82.1% | $167,490-84.3% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 10.52% | 24.03%-13.5pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $196 | $5,160-96.2% | $4,136-95.3% | $4,837-96.0% |
| Participant deferral / active EE | $2,112 | $6,440-67.2% | $5,506-61.6% | $6,341-66.7% |
| Admin fee / account holder | $10,287 | $13,259-22.4% | $10,280+0.1% | $12,309-16.4% |