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 | $6,038 | $46,553-87.0% | $64,056-90.6% | $75,163-92.0% |
| Participation rate | 82.4% | 65.9%+16.5pp | 72.3%+10.1pp | 67.2%+15.2pp |
| Annual return | 46.03% | 26.03%+20.0pp | 33.69%+12.3pp | 160.62%-114.6pp |
| Employer contribution / active EE | $166 | $1,974-91.6% | $2,747-93.9% | $2,670-93.8% |
| Participant deferral / active EE | $1,630 | $2,837-42.5% | $3,880-58.0% | $4,125-60.5% |
| Admin fee / account holder | $664 | $2,952-77.5% | $3,068-78.4% | $5,651-88.3% |