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 6-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 | $17,018 | $68,346-75.1% | $94,646-82.0% | $75,163-77.4% |
| Participation rate | 72.0% | 76.1%-4.1pp | 80.8%-8.8pp | 67.2%+4.8pp |
| Annual return | 22.60% | 616.93%-594.3pp | 156.71%-134.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,932 | $6,537-24.6% | $7,418-33.5% | $4,125+19.6% |
| Admin fee / account holder | $1,438 | $5,326-73.0% | $7,231-80.1% | $5,651-74.6% |