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 | $10,612 | $107,334-90.1% | $92,893-88.6% | $152,861-93.1% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 21.77% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $667 | $4,221-84.2% | $3,653-81.7% | $4,762-86.0% |
| Participant deferral / active EE | $1,486 | $4,845-69.3% | $4,236-64.9% | $5,850-74.6% |
| Admin fee / account holder | $353 | $7,079-95.0% | $5,794-93.9% | $11,596-97.0% |