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 | $23,236 | $109,881-78.9% | $150,045-84.5% | $84,808-72.6% |
| Participation rate | 78.0% | 76.1%+2.0pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 47.35% | 28.25%+19.1pp | 62.55%-15.2pp | 40.90%+6.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,272 | $6,636+54.8% | $7,997+28.4% | $4,212+143.9% |
| Admin fee / account holder | $8,256 | $8,568-3.6% | $13,435-38.5% | $7,344+12.4% |