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 | $9,424 | $202,318-95.3% | $172,739-94.5% | $152,861-93.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.16% | 1029.65%-1012.5pp | 802.84%-785.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $243 | $5,856-95.9% | $5,143-95.3% | $4,762-94.9% |
| Participant deferral / active EE | $2,621 | $5,948-55.9% | $5,198-49.6% | $5,850-55.2% |
| Admin fee / account holder | $10,913 | $17,109-36.2% | $13,954-21.8% | $11,596-5.9% |