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 | $1,158 | $99,918-98.8% | $81,382-98.6% | $145,922-99.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 32.59% | 34.32%-1.7pp | 24.73%+7.9pp | 561.29%-528.7pp |
| Employer contribution / active EE | $144 | $2,978-95.2% | $2,463-94.2% | $4,660-96.9% |
| Participant deferral / active EE | $4,824 | $4,605+4.8% | $3,883+24.2% | $6,688-27.9% |
| Admin fee / account holder | $3,167 | $8,212-61.4% | $5,768-45.1% | $13,397-76.4% |