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 | $13,967 | $59,107-76.4% | $86,436-83.8% | $68,494-79.6% |
| Participation rate | 87.8% | 75.2%+12.5pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | 40.97% | -0.23%+41.2pp | 4394.89%-4353.9pp | -7.84%+48.8pp |
| Employer contribution / active EE | $1 | $2,519-99.9% | $3,769-100.0% | $2,596-99.9% |
| Participant deferral / active EE | $9,064 | $5,901+53.6% | $6,952+30.4% | $4,027+125.1% |
| Admin fee / account holder | $4,087 | $5,637-27.5% | $6,731-39.3% | $5,403-24.4% |