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 | $9,302 | $210,648-95.6% | $177,989-94.8% | $145,922-93.6% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 21.03% | 385.86%-364.8pp | 294.48%-273.5pp | 561.29%-540.3pp |
| Employer contribution / active EE | $607 | $4,565-86.7% | $3,949-84.6% | $4,660-87.0% |
| Participant deferral / active EE | $5,187 | $6,958-25.5% | $6,276-17.4% | $6,688-22.4% |
| Admin fee / account holder | $481 | $12,013-96.0% | $10,363-95.4% | $13,397-96.4% |