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 5-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 | $12,473 | $137,414-90.9% | $189,513-93.4% | $85,850-85.5% |
| Participation rate | 84.8% | 84.6%+0.2pp | 87.8%-3.0pp | 69.3%+15.5pp |
| Annual return | 42.65% | 38.14%+4.5pp | 555.15%-512.5pp | 318.53%-275.9pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,551 | $6,260-11.3% | $8,221-32.5% | $3,952+40.5% |
| Admin fee / account holder | $1,048 | $8,630-87.9% | $12,045-91.3% | $6,260-83.3% |