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 3-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 | $958 | $58,208-98.4% | $81,812-98.8% | $80,856-98.8% |
| Participation rate | 80.6% | 63.4%+17.2pp | 72.3%+8.3pp | 67.6%+13.0pp |
| Annual return | 18.68% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,639 | $3,281-50.1% | $4,319-62.1% | $4,296-61.9% |
| Admin fee / account holder | $406 | $4,981-91.8% | $7,386-94.5% | $6,918-94.1% |