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 | $9,988 | $107,934-90.7% | $91,989-89.1% | $152,861-93.5% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 31.55% | 89.24%-57.7pp | 69.02%-37.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,361 | $6,364-15.8% | $5,923-9.5% | $5,850-8.4% |
| Admin fee / account holder | $312 | $10,520-97.0% | $7,743-96.0% | $11,596-97.3% |