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 | $19,437 | $91,538-78.8% | $129,995-85.0% | $75,163-74.1% |
| Participation rate | 79.4% | 71.4%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 23.01% | -631.11%+654.1pp | -137.18%+160.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,448 | $4,341+232.8% | $5,820+148.2% | $4,125+250.2% |
| Admin fee / account holder | $2,284 | $6,790-66.4% | $10,614-78.5% | $5,651-59.6% |