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 | $5,574 | $99,877-94.4% | $84,966-93.4% | $145,922-96.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.65% | 83.76%-66.1pp | 66.38%-48.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $270 | $3,231-91.6% | $2,727-90.1% | $4,660-94.2% |
| Participant deferral / active EE | $1,381 | $5,291-73.9% | $4,519-69.5% | $6,688-79.4% |
| Admin fee / account holder | $372 | $7,248-94.9% | $6,149-93.9% | $13,397-97.2% |