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 3-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 | $10,054 | $111,724-91.0% | $93,606-89.3% | $145,922-93.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 17.77% | 202.98%-185.2pp | 133.20%-115.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $67 | $3,090-97.8% | $2,420-97.2% | $4,660-98.6% |
| Participant deferral / active EE | $10,178 | $4,912+107.2% | $4,411+130.7% | $6,688+52.2% |
| Admin fee / account holder | $3,465 | $10,250-66.2% | $8,285-58.2% | $13,397-74.1% |