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 | $6,418 | $112,096-94.3% | $95,952-93.3% | $158,922-96.0% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 25.93% | 171.09%-145.2pp | 91.61%-65.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $236 | $3,198-92.6% | $2,541-90.7% | $4,761-95.0% |
| Participant deferral / active EE | $2,651 | $4,784-44.6% | $4,167-36.4% | $5,982-55.7% |
| Admin fee / account holder | $346 | $10,130-96.6% | $6,795-94.9% | $11,246-96.9% |