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 6-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 | $9,790 | $111,724-91.2% | $93,606-89.5% | $145,922-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.83% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $103 | $3,090-96.7% | $2,420-95.7% | $4,660-97.8% |
| Participant deferral / active EE | $2,584 | $4,912-47.4% | $4,411-41.4% | $6,688-61.4% |
| Admin fee / account holder | $4,757 | $10,250-53.6% | $8,285-42.6% | $13,397-64.5% |