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 10-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 | $8,167 | $142,405-94.3% | $115,157-92.9% | $152,861-94.7% |
| Participation rate | 87.0% | 82.4%+4.6pp | 75.9%+11.1pp | 82.4%+4.5pp |
| Annual return | 17.31% | 41.48%-24.2pp | 35.60%-18.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $423 | $4,010-89.5% | $3,179-86.7% | $4,762-91.1% |
| Participant deferral / active EE | $1,642 | $5,164-68.2% | $4,168-60.6% | $5,850-71.9% |
| Admin fee / account holder | $1,816 | $8,462-78.5% | $7,088-74.4% | $11,596-84.3% |