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 | $9,656 | $159,901-94.0% | $146,958-93.4% | $145,922-93.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 19.94% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $854 | $5,286-83.9% | $4,933-82.7% | $4,660-81.7% |
| Participant deferral / active EE | $3,697 | $8,428-56.1% | $8,070-54.2% | $6,688-44.7% |
| Admin fee / account holder | $496 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |