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 6-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 | $13,504 | $79,944-83.1% | $98,439-86.3% | $75,163-82.0% |
| Participation rate | 92.5% | 70.4%+22.1pp | 75.2%+17.3pp | 67.2%+25.3pp |
| Annual return | 46.11% | 19.75%+26.4pp | 21.16%+24.9pp | 160.62%-114.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,979 | $3,752+6.1% | $4,738-16.0% | $4,125-3.5% |
| Admin fee / account holder | $362 | $6,840-94.7% | $8,948-96.0% | $5,651-93.6% |