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 | $5,098 | $132,634-96.2% | $115,768-95.6% | $137,256-96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.18% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $475 | $3,360-85.9% | $2,940-83.8% | $4,156-88.6% |
| Participant deferral / active EE | $2,211 | $5,619-60.7% | $4,917-55.0% | $6,407-65.5% |
| Admin fee / account holder | $1,067 | $15,028-92.9% | $12,439-91.4% | $12,270-91.3% |