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 | $12,912 | $209,411-93.8% | $178,490-92.8% | $158,922-91.9% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 33.53% | 188.75%-155.2pp | 151.07%-117.5pp | 302.83%-269.3pp |
| Employer contribution / active EE | $412 | $5,706-92.8% | $5,011-91.8% | $4,761-91.3% |
| Participant deferral / active EE | $2,600 | $5,954-56.3% | $5,202-50.0% | $5,982-56.5% |
| Admin fee / account holder | $1,411 | $17,074-91.7% | $13,984-89.9% | $11,246-87.5% |