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 3-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 | $8,074 | $214,378-96.2% | $200,582-96.0% | $142,382-94.3% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 21.40% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $328 | $6,841-95.2% | $6,419-94.9% | $4,299-92.4% |
| Participant deferral / active EE | $3,069 | $9,865-68.9% | $9,331-67.1% | $6,507-52.8% |
| Admin fee / account holder | $696 | $17,692-96.1% | $16,305-95.7% | $12,624-94.5% |