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 7-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 | $14,651 | $65,561-77.7% | $86,188-83.0% | $75,163-80.5% |
| Participation rate | 94.1% | 60.5%+33.6pp | 69.0%+25.2pp | 67.2%+26.9pp |
| Annual return | 15.85% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $260 | $1,553-83.3% | $2,380-89.1% | $2,670-90.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,885 | $5,474-65.6% | $6,852-72.5% | $5,651-66.6% |