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 | $18,073 | $150,187-88.0% | $120,354-85.0% | $145,922-87.6% |
| Participation rate | 76.9% | 78.8%-1.8pp | 71.9%+5.0pp | 80.3%-3.4pp |
| Annual return | 18.64% | 154.07%-135.4pp | 107.15%-88.5pp | 561.29%-542.6pp |
| Employer contribution / active EE | $796 | $4,348-81.7% | $3,463-77.0% | $4,660-82.9% |
| Participant deferral / active EE | $7,126 | $6,173+15.4% | $4,991+42.8% | $6,688+6.6% |
| Admin fee / account holder | $519 | $12,207-95.7% | $9,423-94.5% | $13,397-96.1% |