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 | $6,693 | $175,202-96.2% | $149,673-95.5% | $139,434-95.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.69% | 166.71%-142.0pp | 134.42%-109.7pp | 372.94%-348.3pp |
| Employer contribution / active EE | $625 | $5,474-88.6% | $4,818-87.0% | $4,751-86.8% |
| Participant deferral / active EE | $2,079 | $6,519-68.1% | $5,680-63.4% | $6,710-69.0% |
| Admin fee / account holder | $1,294 | $16,150-92.0% | $13,210-90.2% | $11,403-88.7% |