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 | $7,203 | $91,190-92.1% | $178,490-96.0% | $79,858-91.0% |
| Participation rate | 82.0% | 69.2%+12.8pp | 81.9%0pp | 69.6%+12.3pp |
| Annual return | 10.17% | 24.19%-14.0pp | 151.07%-140.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $97 | $3,256-97.0% | $5,011-98.1% | $2,471-96.1% |
| Participant deferral / active EE | $944 | $3,236-70.8% | $5,202-81.9% | $3,740-74.8% |
| Admin fee / account holder | $369 | $6,751-94.5% | $13,984-97.4% | $5,306-93.0% |