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 | $4,601 | $47,479-90.3% | $62,929-92.7% | $82,448-94.4% |
| Participation rate | 72.7% | 66.9%+5.9pp | 73.1%-0.4pp | 68.1%+4.7pp |
| Annual return | 22.56% | 20.34%+2.2pp | 1063.93%-1041.4pp | 41.64%-19.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,241 | $2,870-56.8% | $3,888-68.1% | $4,139-70.0% |
| Admin fee / account holder | $321 | $3,804-91.6% | $5,065-93.7% | $7,234-95.6% |