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 | $15,585 | $159,602-90.2% | $150,045-89.6% | $142,382-89.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 23.21% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $9 | $4,961-99.8% | $4,693-99.8% | $4,299-99.8% |
| Participant deferral / active EE | $8,005 | $8,310-3.7% | $7,997+0.1% | $6,507+23.0% |
| Admin fee / account holder | $734 | $14,846-95.1% | $13,435-94.5% | $12,624-94.2% |