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 | $23,019 | $202,318-88.6% | $172,739-86.7% | $152,861-84.9% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 16.08% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.2pp |
| Employer contribution / active EE | $549 | $5,856-90.6% | $5,143-89.3% | $4,762-88.5% |
| Participant deferral / active EE | $2,838 | $5,948-52.3% | $5,198-45.4% | $5,850-51.5% |
| Admin fee / account holder | $21,055 | $17,109+23.1% | $13,954+50.9% | $11,596+81.6% |