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 | $18,422 | $209,411-91.2% | $178,490-89.7% | $158,922-88.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.88% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $741 | $5,706-87.0% | $5,011-85.2% | $4,761-84.4% |
| Participant deferral / active EE | $3,862 | $5,954-35.1% | $5,202-25.7% | $5,982-35.4% |
| Admin fee / account holder | $19,802 | $17,074+16.0% | $13,984+41.6% | $11,246+76.1% |