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 | $5,592 | $73,515-92.4% | $62,995-91.1% | $147,584-96.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 16.99% | 175.43%-158.4pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $193 | $3,320-94.2% | $2,759-93.0% | $4,876-96.1% |
| Participant deferral / active EE | $3,206 | $4,185-23.4% | $3,329-3.7% | $5,439-41.1% |
| Admin fee / account holder | $2,787 | $5,953-53.2% | $3,600-22.6% | $10,885-74.4% |