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 3-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 | $24,141 | $101,499-76.2% | $147,005-83.6% | $74,546-67.6% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 45.84% | 8732.34%-8686.5pp | 418.76%-372.9pp | 1366.03%-1320.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,038 | $7,304+37.4% | $8,070+24.4% | $4,347+130.9% |
| Admin fee / account holder | $2,047 | $1,748+17.1% | $13,006-84.3% | $1,944+5.3% |