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 | $21,064 | $80,673-73.9% | $101,326-79.2% | $84,808-75.2% |
| Participation rate | 87.2% | 77.8%+9.5pp | 81.5%+5.7pp | 68.3%+18.9pp |
| Annual return | 114.85% | 38.95%+75.9pp | 36.82%+78.0pp | 40.90%+73.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,829 | $6,840+58.3% | $7,994+35.5% | $4,212+157.1% |
| Admin fee / account holder | $3,094 | $12,784-75.8% | $11,185-72.3% | $7,344-57.9% |