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 7-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 | $14,715 | $176,056-91.6% | $159,436-90.8% | $167,490-91.2% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 20.13% | 331.75%-311.6pp | 263.57%-243.4pp | 478.56%-458.4pp |
| Employer contribution / active EE | $723 | $5,297-86.3% | $4,829-85.0% | $4,837-85.0% |
| Participant deferral / active EE | $5,614 | $7,750-27.6% | $7,352-23.6% | $6,341-11.5% |
| Admin fee / account holder | $565 | $12,554-95.5% | $10,799-94.8% | $12,309-95.4% |