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 8-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 | $12,545 | $102,317-87.7% | $146,958-91.5% | $80,856-84.5% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 12.63% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $221 | $3,713-94.0% | $4,933-95.5% | $2,755-92.0% |
| Participant deferral / active EE | $2,674 | $6,644-59.7% | $8,070-66.9% | $4,296-37.7% |
| Admin fee / account holder | $3,486 | $7,941-56.1% | $12,998-73.2% | $6,918-49.6% |