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 | $9,938 | $99,985-90.1% | $146,665-93.2% | $85,850-88.4% |
| Participation rate | 87.5% | 73.1%+14.4pp | 80.1%+7.4pp | 69.3%+18.2pp |
| Annual return | 49.65% | 18.93%+30.7pp | 22.74%+26.9pp | 318.53%-268.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,573 | $4,006+64.1% | $5,506+19.4% | $3,952+66.3% |
| Admin fee / account holder | $670 | $7,702-91.3% | $10,280-93.5% | $6,260-89.3% |