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 | $11,782 | $68,346-82.8% | $94,646-87.6% | $75,163-84.3% |
| Participation rate | 89.1% | 76.1%+13.0pp | 80.8%+8.3pp | 67.2%+21.9pp |
| Annual return | 19.30% | 616.93%-597.6pp | 156.71%-137.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,607 | $6,537-44.8% | $7,418-51.4% | $4,125-12.5% |
| Admin fee / account holder | $1,484 | $5,326-72.1% | $7,231-79.5% | $5,651-73.7% |