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 | $17,190 | $77,813-77.9% | $123,544-86.1% | $64,186-73.2% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | 51.44% | 12.48%+39.0pp | 119.20%-67.8pp | 7.63%+43.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,059 | $5,240+34.7% | $6,426+9.9% | $3,470+103.5% |
| Admin fee / account holder | $2,643 | $5,519-52.1% | $9,284-71.5% | $4,888-45.9% |