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 | $1,598 | $59,101-97.3% | $77,163-97.9% | $75,163-97.9% |
| Participation rate | 79.4% | 63.9%+15.5pp | 69.6%+9.8pp | 67.2%+12.2pp |
| Annual return | 21.88% | 26.71%-4.8pp | 37.87%-16.0pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2 | $1,995-99.9% | $2,535-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $1,510 | $2,999-49.7% | $3,833-60.6% | $4,125-63.4% |
| Admin fee / account holder | $672 | $4,774-85.9% | $5,472-87.7% | $5,651-88.1% |