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 9-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 | $5,639 | $105,859-94.7% | $90,160-93.7% | $147,584-96.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 24.19% | 37.63%-13.4pp | 34.88%-10.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $407 | $4,126-90.1% | $3,318-87.7% | $4,876-91.7% |
| Participant deferral / active EE | $3,887 | $5,733-32.2% | $5,288-26.5% | $5,439-28.5% |
| Admin fee / account holder | $349 | $8,046-95.7% | $5,943-94.1% | $10,885-96.8% |