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 7-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 | $8,214 | $159,602-94.9% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $693 | $4,961-86.0% | $4,693-85.2% | $4,299-83.9% |
| Participant deferral / active EE | $3,005 | $8,310-63.8% | $7,997-62.4% | $6,507-53.8% |
| Admin fee / account holder | $8,455 | $14,846-43.0% | $13,435-37.1% | $12,624-33.0% |