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 | $20,073 | $109,881-81.7% | $150,045-86.6% | $84,808-76.3% |
| Participation rate | 93.4% | 76.1%+17.4pp | 82.3%+11.1pp | 68.3%+25.1pp |
| Annual return | 123.92% | 28.25%+95.7pp | 62.55%+61.4pp | 40.90%+83.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,007 | $6,636+20.7% | $7,997+0.1% | $4,212+90.1% |
| Admin fee / account holder | $972 | $8,568-88.7% | $13,435-92.8% | $7,344-86.8% |