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 | $13,638 | $86,286-84.2% | $111,297-87.7% | $85,850-84.1% |
| Participation rate | 91.5% | 73.3%+18.2pp | 77.3%+14.2pp | 69.3%+22.2pp |
| Annual return | 136.59% | 19.99%+116.6pp | 54.65%+81.9pp | 318.53%-181.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,070 | $3,641+121.7% | $4,487+79.8% | $3,952+104.2% |
| Admin fee / account holder | $1,026 | $8,188-87.5% | $7,964-87.1% | $6,260-83.6% |