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 | $7,003 | $96,484-92.7% | $75,886-90.8% | $152,861-95.4% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.3%+4.4pp | 82.4%-8.8pp |
| Annual return | 14.37% | 33.98%-19.6pp | 30.76%-16.4pp | 345.32%-331.0pp |
| Employer contribution / active EE | $274 | $3,309-91.7% | $2,500-89.1% | $4,762-94.3% |
| Participant deferral / active EE | $1,094 | $4,553-76.0% | $3,603-69.6% | $5,850-81.3% |
| Admin fee / account holder | $5,349 | $8,078-33.8% | $5,418-1.3% | $11,596-53.9% |