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 5-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 | $5,838 | $99,640-94.1% | $86,436-93.2% | $134,475-95.7% |
| Participation rate | 81.3% | 82.0%-0.8pp | 80.3%+0.9pp | 81.2%0pp |
| Annual return | 7.42% | 6782.58%-6775.2pp | 4394.89%-4387.5pp | 417.96%-410.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,674 | $7,246-35.5% | $6,952-32.8% | $6,400-27.0% |
| Admin fee / account holder | $1,541 | $8,371-81.6% | $6,731-77.1% | $11,426-86.5% |