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 | $14,889 | $180,449-91.7% | $154,107-90.3% | $135,375-89.0% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -3.83% | 888.09%-891.9pp | 735.12%-738.9pp | 519.73%-523.6pp |
| Employer contribution / active EE | $760 | $6,035-87.4% | $5,298-85.7% | $4,779-84.1% |
| Participant deferral / active EE | $2,862 | $5,806-50.7% | $5,081-43.7% | $5,609-49.0% |
| Admin fee / account holder | $9,231 | $16,143-42.8% | $13,411-31.2% | $10,827-14.7% |