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 | $14,770 | $101,317-85.4% | $146,958-89.9% | $74,495-80.2% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 13.03% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $516 | $3,810-86.5% | $4,933-89.5% | $2,623-80.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $908 | $1,739-47.8% | $12,998-93.0% | $1,942-53.2% |