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 5-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 | $7,012 | $156,846-95.5% | $121,098-94.2% | $139,434-95.0% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 18.14% | 1474.56%-1456.4pp | 985.75%-967.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,970 | $4,844+43.9% | $4,080+70.8% | $6,710+3.9% |
| Admin fee / account holder | $3,115 | $6,946-55.1% | $5,644-44.8% | $11,403-72.7% |