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 3-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 | $8,044 | $183,519-95.6% | $155,509-94.8% | $145,922-94.5% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 44.33% | 61.17%-16.8pp | 64.67%-20.3pp | 561.29%-517.0pp |
| Employer contribution / active EE | $873 | $5,313-83.6% | $4,672-81.3% | $4,660-81.3% |
| Participant deferral / active EE | $2,053 | $6,462-68.2% | $5,626-63.5% | $6,688-69.3% |
| Admin fee / account holder | $410 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |