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 8-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 | $5,045 | $91,190-94.5% | $178,490-97.2% | $79,858-93.7% |
| Participation rate | 93.4% | 69.2%+24.2pp | 81.9%+11.5pp | 69.6%+23.8pp |
| Annual return | 16.22% | 24.19%-8.0pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $297 | $3,256-90.9% | $5,011-94.1% | $2,471-88.0% |
| Participant deferral / active EE | $1,045 | $3,236-67.7% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $379 | $6,751-94.4% | $13,984-97.3% | $5,306-92.9% |