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 | $5,498 | $77,634-92.9% | $156,549-96.5% | $62,891-91.3% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 6.86% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $279 | $3,444-91.9% | $5,501-94.9% | $2,281-87.8% |
| Participant deferral / active EE | $1,303 | $3,045-57.2% | $4,871-73.3% | $3,203-59.3% |
| Admin fee / account holder | $850 | $5,561-84.7% | $13,027-93.5% | $4,296-80.2% |