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 | $3,060 | $110,261-97.2% | $95,745-96.8% | $139,434-97.8% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 22.69% | 27.11%-4.4pp | 28.35%-5.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $253 | $3,257-92.2% | $2,835-91.1% | $4,751-94.7% |
| Participant deferral / active EE | $1,324 | $4,676-71.7% | $4,245-68.8% | $6,710-80.3% |
| Admin fee / account holder | $378 | $6,613-94.3% | $5,678-93.3% | $11,403-96.7% |