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 | $22,316 | $123,793-82.0% | $177,821-87.5% | $79,858-72.1% |
| Participation rate | 80.8% | 84.7%-3.9pp | 87.7%-7.0pp | 69.6%+11.1pp |
| Annual return | 37.48% | 22.82%+14.7pp | 48.32%-10.8pp | 31.71%+5.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,032 | $5,956+51.6% | $7,714+17.1% | $3,740+141.5% |
| Admin fee / account holder | $1,637 | $7,243-77.4% | $12,427-86.8% | $5,306-69.2% |