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 9-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 | $25,834 | $202,318-87.2% | $172,739-85.0% | $152,861-83.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 50.93% | 1029.65%-978.7pp | 802.84%-751.9pp | 345.32%-294.4pp |
| Employer contribution / active EE | $668 | $5,856-88.6% | $5,143-87.0% | $4,762-86.0% |
| Participant deferral / active EE | $8,444 | $5,948+42.0% | $5,198+62.5% | $5,850+44.3% |
| Admin fee / account holder | $3,044 | $17,109-82.2% | $13,954-78.2% | $11,596-73.8% |