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 4-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 | $6,905 | $148,534-95.4% | $135,903-94.9% | $139,434-95.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 86.79% | 79.19%+7.6pp | 68.23%+18.6pp | 372.94%-286.2pp |
| Employer contribution / active EE | $121 | $5,243-97.7% | $4,856-97.5% | $4,751-97.5% |
| Participant deferral / active EE | $5,876 | $8,100-27.5% | $7,758-24.3% | $6,710-12.4% |
| Admin fee / account holder | $3,654 | $12,400-70.5% | $10,762-66.0% | $11,403-68.0% |