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 6-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 | $24,076 | $102,382-76.5% | $147,005-83.6% | $80,874-70.2% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.2%+5.6pp | 67.6%+20.1pp |
| Annual return | 12.78% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,857 | $6,646+63.4% | $8,070+34.5% | $4,297+152.7% |
| Admin fee / account holder | $1,458 | $7,942-81.6% | $13,006-88.8% | $6,935-79.0% |