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 | $14,578 | $98,750-85.2% | $149,696-90.3% | $79,858-81.7% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.5%-2.1pp | 69.6%+10.8pp |
| Annual return | 45.74% | 27.43%+18.3pp | 276.60%-230.9pp | 31.71%+14.0pp |
| Employer contribution / active EE | $1 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,377 | $5,680-22.9% | $6,842-36.0% | $3,740+17.0% |
| Admin fee / account holder | $1,449 | $6,053-76.1% | $9,309-84.4% | $5,306-72.7% |