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 | $9,731 | $124,185-92.2% | $108,410-91.0% | $167,490-94.2% |
| Participation rate | 86.4% | 82.3%+4.1pp | 80.1%+6.2pp | 82.1%+4.3pp |
| Annual return | 102.94% | 1379.64%-1276.7pp | 905.27%-802.3pp | 478.56%-375.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,377 | $6,908-22.2% | $6,563-18.1% | $6,341-15.2% |
| Admin fee / account holder | $827 | $9,455-91.3% | $7,295-88.7% | $12,309-93.3% |