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 7-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 | $9,502 | $124,319-92.4% | $111,297-91.5% | $167,490-94.3% |
| Participation rate | 86.4% | 79.6%+6.7pp | 77.3%+9.1pp | 82.1%+4.3pp |
| Annual return | 18.37% | 37.44%-19.1pp | 54.65%-36.3pp | 478.56%-460.2pp |
| Employer contribution / active EE | $49 | $3,435-98.6% | $2,731-98.2% | $4,837-99.0% |
| Participant deferral / active EE | $6,533 | $5,180+26.1% | $4,487+45.6% | $6,341+3.0% |
| Admin fee / account holder | $1,156 | $10,618-89.1% | $7,964-85.5% | $12,309-90.6% |