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 10-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 | $25,006 | $59,417-57.9% | $93,606-73.3% | $74,495-66.4% |
| Participation rate | 96.2% | 59.7%+36.5pp | 68.7%+27.4pp | 67.2%+29.0pp |
| Annual return | 12.58% | 81.83%-69.3pp | 133.20%-120.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $240 | $1,264-81.0% | $2,420-90.1% | $2,623-90.8% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2,599 | $3,021-14.0% | $8,285-68.6% | $1,942+33.8% |