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 | $6,721 | $171,865-96.1% | $149,718-95.5% | $147,584-95.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.86% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,285 | $6,275-79.5% | $5,445-76.4% | $4,876-73.6% |
| Participant deferral / active EE | $4,173 | $7,271-42.6% | $6,569-36.5% | $5,439-23.3% |
| Admin fee / account holder | $16,477 | $13,799+19.4% | $11,283+46.0% | $10,885+51.4% |