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 | $18,478 | $70,587-73.8% | $124,672-85.2% | $85,850-78.5% |
| Participation rate | 93.3% | 64.4%+28.9pp | 74.6%+18.7pp | 69.3%+24.0pp |
| Annual return | 13.40% | 20688.83%-20675.4pp | 5142.93%-5129.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $354 | $1,913-81.5% | $3,324-89.4% | $2,565-86.2% |
| Participant deferral / active EE | $1,678 | $2,969-43.5% | $4,614-63.6% | $3,952-57.5% |
| Admin fee / account holder | $347 | $5,282-93.4% | $7,493-95.4% | $6,260-94.4% |