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 4-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 | $19,028 | $109,881-82.7% | $150,045-87.3% | $84,808-77.6% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 27.80% | 28.25%-0.4pp | 62.55%-34.7pp | 40.90%-13.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,555 | $6,636+89.2% | $7,997+57.0% | $4,212+198.1% |
| Admin fee / account holder | $2,504 | $8,568-70.8% | $13,435-81.4% | $7,344-65.9% |