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 | $7,726 | $198,466-96.1% | $170,442-95.5% | $147,584-94.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 26.02% | 257.29%-231.3pp | 205.93%-179.9pp | 578.55%-552.5pp |
| Employer contribution / active EE | $595 | $6,184-90.4% | $5,433-89.0% | $4,876-87.8% |
| Participant deferral / active EE | $3,466 | $5,629-38.4% | $4,939-29.8% | $5,439-36.3% |
| Admin fee / account holder | $623 | $16,852-96.3% | $13,880-95.5% | $10,885-94.3% |