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 9-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 | $17,163 | $109,359-84.3% | $162,163-89.4% | $72,985-76.5% |
| Participation rate | 74.1% | 84.3%-10.1pp | 87.6%-13.4pp | 69.5%+4.6pp |
| Annual return | 39.37% | 25.46%+13.9pp | 115.59%-76.2pp | 81.00%-41.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,431 | $5,481-0.9% | $7,298-25.6% | $3,607+50.6% |
| Admin fee / account holder | $1,209 | $7,972-84.8% | $10,843-88.9% | $5,124-76.4% |