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 6-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 | $6,480 | $179,726-96.4% | $156,263-95.9% | $142,382-95.4% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 17.82% | 77.86%-60.0pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $653 | $5,069-87.1% | $4,333-84.9% | $4,299-84.8% |
| Participant deferral / active EE | $2,148 | $6,956-69.1% | $6,158-65.1% | $6,507-67.0% |
| Admin fee / account holder | $1,564 | $17,272-90.9% | $14,255-89.0% | $12,624-87.6% |