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 | $11,782 | $65,409-82.0% | $98,442-88.0% | $85,850-86.3% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.6pp | 69.3%+27.7pp |
| Annual return | 20.95% | 21.76%-0.8pp | 1492.73%-1471.8pp | 318.53%-297.6pp |
| Employer contribution / active EE | $105 | $2,168-95.2% | $2,960-96.5% | $2,565-95.9% |
| Participant deferral / active EE | $1,197 | $3,166-62.2% | $4,276-72.0% | $3,952-69.7% |
| Admin fee / account holder | $3,160 | $4,593-31.2% | $5,949-46.9% | $6,260-49.5% |