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 7-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 | $21,252 | $102,317-79.2% | $146,958-85.5% | $80,856-73.7% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 11.95% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,165 | $6,644-22.3% | $8,070-36.0% | $4,296+20.2% |
| Admin fee / account holder | $4,277 | $7,941-46.1% | $12,998-67.1% | $6,918-38.2% |