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 | $16,260 | $70,587-77.0% | $124,672-87.0% | $85,850-81.1% |
| Participation rate | 78.9% | 64.4%+14.5pp | 74.6%+4.3pp | 69.3%+9.6pp |
| Annual return | 23.29% | 20688.83%-20665.5pp | 5142.93%-5119.6pp | 318.53%-295.2pp |
| Employer contribution / active EE | $365 | $1,913-80.9% | $3,324-89.0% | $2,565-85.8% |
| Participant deferral / active EE | $1,824 | $2,969-38.6% | $4,614-60.5% | $3,952-53.8% |
| Admin fee / account holder | $870 | $5,282-83.5% | $7,493-88.4% | $6,260-86.1% |