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 4-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 | $3,920 | $97,125-96.0% | $86,233-95.5% | $137,256-97.1% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 109.34% | 74.19%+35.2pp | 61.39%+48.0pp | 220.34%-111.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $873 | $5,180-83.1% | $4,559-80.8% | $6,407-86.4% |
| Admin fee / account holder | $375 | $9,725-96.1% | $8,342-95.5% | $12,270-96.9% |