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 | $10,645 | $98,463-89.2% | $119,258-91.1% | $85,850-87.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 36.63% | 38.53%-1.9pp | 30.69%+5.9pp | 318.53%-281.9pp |
| Employer contribution / active EE | $893 | $3,698-75.9% | $4,384-79.6% | $2,565-65.2% |
| Participant deferral / active EE | $2,621 | $4,942-47.0% | $6,111-57.1% | $3,952-33.7% |
| Admin fee / account holder | $462 | $7,493-93.8% | $7,226-93.6% | $6,260-92.6% |