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 | $14,369 | $150,440-90.4% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.71% | 1049.08%-1026.4pp | 5155.94%-5133.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $300 | $5,256-94.3% | $4,695-93.6% | $4,876-93.9% |
| Participant deferral / active EE | $2,907 | $6,630-56.2% | $6,247-53.5% | $5,439-46.5% |
| Admin fee / account holder | $8,572 | $10,905-21.4% | $9,243-7.3% | $10,885-21.3% |