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 | $20,758 | $202,318-89.7% | $172,739-88.0% | $152,861-86.4% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 91.14% | 1029.65%-938.5pp | 802.84%-711.7pp | 345.32%-254.2pp |
| Employer contribution / active EE | $949 | $5,856-83.8% | $5,143-81.5% | $4,762-80.1% |
| Participant deferral / active EE | $3,042 | $5,948-48.9% | $5,198-41.5% | $5,850-48.0% |
| Admin fee / account holder | $1,056 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |