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 9-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 | $2,683 | $49,922-94.6% | $80,569-96.7% | $75,163-96.4% |
| Participation rate | 76.7% | 55.3%+21.4pp | 67.0%+9.7pp | 67.2%+9.5pp |
| Annual return | 18.13% | 34.69%-16.6pp | 935.43%-917.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,831 | $2,990-5.3% | $4,447-36.3% | $4,125-31.4% |
| Admin fee / account holder | $1,221 | $3,577-65.9% | $5,377-77.3% | $5,651-78.4% |