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 | $16,408 | $176,662-90.7% | $130,648-87.4% | $152,861-89.3% |
| Participation rate | 87.0% | 79.0%+8.0pp | 71.7%+15.2pp | 82.4%+4.5pp |
| Annual return | 12.26% | 2692.24%-2680.0pp | 1708.96%-1696.7pp | 345.32%-333.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $612 | $4,361-86.0% | $3,603-83.0% | $5,850-89.5% |
| Admin fee / account holder | $12,977 | $7,133+81.9% | $5,464+137.5% | $11,596+11.9% |