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 10-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 | $12,098 | $198,466-93.9% | $170,442-92.9% | $147,584-91.8% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 20.66% | 257.29%-236.6pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $647 | $6,184-89.5% | $5,433-88.1% | $4,876-86.7% |
| Participant deferral / active EE | $3,777 | $5,629-32.9% | $4,939-23.5% | $5,439-30.5% |
| Admin fee / account holder | $750 | $16,852-95.6% | $13,880-94.6% | $10,885-93.1% |