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 7-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 | $10,609 | $84,149-87.4% | $76,080-86.1% | $167,490-93.7% |
| Participation rate | 88.9% | 84.9%+4.0pp | 79.4%+9.5pp | 82.1%+6.8pp |
| Annual return | 117.85% | 54.99%+62.9pp | 42.50%+75.4pp | 478.56%-360.7pp |
| Employer contribution / active EE | $1,332 | $4,618-71.1% | $3,962-66.4% | $4,837-72.5% |
| Participant deferral / active EE | $2,540 | $5,796-56.2% | $4,905-48.2% | $6,341-59.9% |
| Admin fee / account holder | $1,840 | $6,410-71.3% | $4,883-62.3% | $12,309-85.1% |