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 5-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 | $6,689 | $161,352-95.9% | $134,172-95.0% | $137,256-95.1% |
| Participation rate | 70.6% | 78.3%-7.7pp | 72.5%-1.9pp | 80.0%-9.4pp |
| Annual return | 10.82% | 28.72%-17.9pp | 25.30%-14.5pp | 220.34%-209.5pp |
| Employer contribution / active EE | $13 | $4,099-99.7% | $3,420-99.6% | $4,156-99.7% |
| Participant deferral / active EE | $1,595 | $5,552-71.3% | $4,690-66.0% | $6,407-75.1% |
| Admin fee / account holder | $4,416 | $15,028-70.6% | $12,016-63.2% | $12,270-64.0% |