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 5-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 | $8,900 | $177,572-95.0% | $154,803-94.3% | $142,382-93.7% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $54 | $4,810-98.9% | $4,305-98.8% | $4,299-98.7% |
| Participant deferral / active EE | $3,717 | $6,272-40.7% | $5,540-32.9% | $6,507-42.9% |
| Admin fee / account holder | $2,636 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |