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 | $6,230 | $105,998-94.1% | $92,233-93.2% | $147,584-95.8% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 20.13% | 50.05%-29.9pp | 176.28%-156.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $535 | $4,333-87.6% | $3,679-85.5% | $4,876-89.0% |
| Participant deferral / active EE | $2,163 | $4,478-51.7% | $3,897-44.5% | $5,439-60.2% |
| Admin fee / account holder | $585 | $6,332-90.8% | $5,194-88.7% | $10,885-94.6% |