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 3-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 | $7,274 | $165,984-95.6% | $164,813-95.6% | $145,922-95.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 10.98% | 100.03%-89.1pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $550 | $5,273-89.6% | $4,341-87.3% | $4,660-88.2% |
| Participant deferral / active EE | $2,609 | $6,959-62.5% | $6,031-56.7% | $6,688-61.0% |
| Admin fee / account holder | $607 | $16,648-96.4% | $12,690-95.2% | $13,397-95.5% |