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 | $2,081 | $210,648-99.0% | $177,989-98.8% | $145,922-98.6% |
| Participation rate | 95.7% | 80.8%+14.9pp | 77.1%+18.6pp | 80.3%+15.4pp |
| Annual return | 14.91% | 385.86%-370.9pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,392 | $6,958-80.0% | $6,276-77.8% | $6,688-79.2% |
| Admin fee / account holder | $307 | $12,013-97.4% | $10,363-97.0% | $13,397-97.7% |