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 | $8,107 | $148,534-94.5% | $135,903-94.0% | $139,434-94.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 12.38% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $947 | $5,243-81.9% | $4,856-80.5% | $4,751-80.1% |
| Participant deferral / active EE | $5,251 | $8,100-35.2% | $7,758-32.3% | $6,710-21.7% |
| Admin fee / account holder | $9,646 | $12,400-22.2% | $10,762-10.4% | $11,403-15.4% |