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 6-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 | $1,246 | $118,849-99.0% | $96,562-98.7% | $167,490-99.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 15.15% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $221 | $3,120-92.9% | $2,356-90.6% | $4,837-95.4% |
| Participant deferral / active EE | $1,664 | $4,616-64.0% | $3,849-56.8% | $6,341-73.8% |
| Admin fee / account holder | $1,744 | $8,065-78.4% | $6,181-71.8% | $12,309-85.8% |