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 | $7,688 | $112,096-93.1% | $95,952-92.0% | $158,922-95.2% |
| Participation rate | 82.6% | 79.0%+3.6pp | 77.1%+5.5pp | 82.0%+0.7pp |
| Annual return | 13.28% | 171.09%-157.8pp | 91.61%-78.3pp | 302.83%-289.5pp |
| Employer contribution / active EE | $605 | $3,198-81.1% | $2,541-76.2% | $4,761-87.3% |
| Participant deferral / active EE | $1,554 | $4,784-67.5% | $4,167-62.7% | $5,982-74.0% |
| Admin fee / account holder | $884 | $10,130-91.3% | $6,795-87.0% | $11,246-92.1% |