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 | $9,280 | $167,484-94.5% | $151,611-93.9% | $134,475-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -0.66% | 7.80%-8.5pp | 3.33%-4.0pp | 417.96%-418.6pp |
| Employer contribution / active EE | $850 | $6,829-87.6% | $6,166-86.2% | $4,740-82.1% |
| Participant deferral / active EE | $6,592 | $8,986-26.6% | $8,363-21.2% | $6,400+3.0% |
| Admin fee / account holder | $40,101 | $13,783+190.9% | $11,616+245.2% | $11,426+251.0% |