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 10-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 | $6,910 | $84,233-91.8% | $170,442-95.9% | $70,131-90.1% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $92 | $3,387-97.3% | $5,433-98.3% | $2,342-96.1% |
| Participant deferral / active EE | $924 | $3,086-70.1% | $4,939-81.3% | $3,332-72.3% |
| Admin fee / account holder | $717 | $5,698-87.4% | $13,880-94.8% | $4,645-84.6% |