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 8-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 | $2,591 | $105,181-97.5% | $159,436-98.4% | $85,850-97.0% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 16.60% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $603 | $3,318-81.8% | $4,829-87.5% | $2,565-76.5% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $338 | $6,933-95.1% | $10,799-96.9% | $6,260-94.6% |