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 | $4,711 | $135,952-96.5% | $123,892-96.2% | $273,961-98.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.80% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $174 | $5,170-96.6% | $4,617-96.2% | $4,869-96.4% |
| Participant deferral / active EE | $3,254 | $6,343-48.7% | $5,984-45.6% | $5,287-38.5% |
| Admin fee / account holder | $5,068 | $9,817-48.4% | $8,357-39.4% | $10,132-50.0% |