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 | $664 | $169,032-99.6% | $129,207-99.5% | $145,922-99.5% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 11.67% | 14330.11%-14318.4pp | 9417.33%-9405.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $386 | $4,987-92.3% | $4,168-90.7% | $6,688-94.2% |
| Admin fee / account holder | $493 | $9,954-95.1% | $7,715-93.6% | $13,397-96.3% |