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 8-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 | $8,439 | $183,963-95.4% | $162,163-94.8% | $152,861-94.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 13.86% | 150.76%-136.9pp | 115.59%-101.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $896 | $6,371-85.9% | $5,614-84.0% | $4,762-81.2% |
| Participant deferral / active EE | $6,841 | $8,034-14.9% | $7,298-6.3% | $5,850+16.9% |
| Admin fee / account holder | $11,658 | $13,121-11.2% | $10,843+7.5% | $11,596+0.5% |