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 | $29,634 | $198,466-85.1% | $170,442-82.6% | $147,584-79.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.37% | 257.29%-245.9pp | 205.93%-194.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,266 | $6,184-79.5% | $5,433-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $4,126 | $5,629-26.7% | $4,939-16.5% | $5,439-24.1% |
| Admin fee / account holder | $1,767 | $16,852-89.5% | $13,880-87.3% | $10,885-83.8% |