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 | $18,570 | $117,841-84.2% | $102,423-81.9% | $145,922-87.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 126.35% | 31.65%+94.7pp | 29.32%+97.0pp | 561.29%-434.9pp |
| Employer contribution / active EE | $575 | $3,615-84.1% | $3,023-81.0% | $4,660-87.7% |
| Participant deferral / active EE | $3,381 | $5,731-41.0% | $5,053-33.1% | $6,688-49.5% |
| Admin fee / account holder | $1,146 | $13,326-91.4% | $9,451-87.9% | $13,397-91.4% |