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 | $20,262 | $85,766-76.4% | $136,294-85.1% | $70,131-71.1% |
| Participation rate | 93.9% | 74.2%+19.8pp | 81.9%+12.0pp | 69.5%+24.4pp |
| Annual return | 45.50% | 31.45%+14.0pp | 5155.94%-5110.4pp | 73.14%-27.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,517 | $5,051+128.0% | $6,247+84.4% | $3,332+245.7% |
| Admin fee / account holder | $592 | $5,420-89.1% | $9,243-93.6% | $4,645-87.3% |