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 | $3,070 | $96,635-96.8% | $86,612-96.5% | $139,434-97.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.26% | 106.41%-89.2pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2 | $3,263-99.9% | $3,022-99.9% | $4,751-100.0% |
| Participant deferral / active EE | $1,786 | $4,836-63.1% | $4,438-59.8% | $6,710-73.4% |
| Admin fee / account holder | $862 | $6,408-86.5% | $5,614-84.6% | $11,403-92.4% |