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 | $6,597 | $106,515-93.8% | $96,683-93.2% | $139,434-95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.88% | 38.43%-23.5pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $443 | $4,103-89.2% | $3,737-88.2% | $4,751-90.7% |
| Participant deferral / active EE | $1,591 | $5,454-70.8% | $4,878-67.4% | $6,710-76.3% |
| Admin fee / account holder | $632 | $7,877-92.0% | $6,730-90.6% | $11,403-94.5% |