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 | $18,612 | $198,466-90.6% | $170,442-89.1% | $147,584-87.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 25.87% | 257.29%-231.4pp | 205.93%-180.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $846 | $6,184-86.3% | $5,433-84.4% | $4,876-82.7% |
| Participant deferral / active EE | $2,397 | $5,629-57.4% | $4,939-51.5% | $5,439-55.9% |
| Admin fee / account holder | $1,012 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |