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 | $8,932 | $115,770-92.3% | $101,248-91.2% | $158,922-94.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.8%+8.8pp | 82.0%+2.7pp |
| Annual return | 16.37% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $290 | $4,175-93.0% | $3,660-92.1% | $4,761-93.9% |
| Participant deferral / active EE | $2,037 | $4,957-58.9% | $4,370-53.4% | $5,982-65.9% |
| Admin fee / account holder | $863 | $7,245-88.1% | $5,945-85.5% | $11,246-92.3% |