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 3-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 | $13,123 | $175,202-92.5% | $149,673-91.2% | $139,434-90.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 71.81% | 166.71%-94.9pp | 134.42%-62.6pp | 372.94%-301.1pp |
| Employer contribution / active EE | $1,024 | $5,474-81.3% | $4,818-78.7% | $4,751-78.4% |
| Participant deferral / active EE | $2,902 | $6,519-55.5% | $5,680-48.9% | $6,710-56.7% |
| Admin fee / account holder | $9,752 | $16,150-39.6% | $13,210-26.2% | $11,403-14.5% |