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 | $4,199 | $97,757-95.7% | $83,848-95.0% | $135,375-96.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.29% | 1287.37%-1280.1pp | 850.88%-843.6pp | 519.73%-512.4pp |
| Employer contribution / active EE | $72 | $4,222-98.3% | $3,631-98.0% | $4,779-98.5% |
| Participant deferral / active EE | $2,380 | $4,682-49.2% | $4,082-41.7% | $5,609-57.6% |
| Admin fee / account holder | $1,445 | $6,674-78.3% | $5,478-73.6% | $10,827-86.7% |