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 | $2,565 | $202,432-98.7% | $169,368-98.5% | $139,434-98.2% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.1%+16.6pp | 80.3%+13.4pp |
| Annual return | 38.85% | 531.74%-492.9pp | 405.60%-366.7pp | 372.94%-334.1pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,260 | $6,938-81.8% | $6,221-79.8% | $6,710-81.2% |
| Admin fee / account holder | $670 | $10,708-93.7% | $9,003-92.6% | $11,403-94.1% |