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 8-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 | $14,268 | $185,822-92.3% | $169,993-91.6% | $139,434-89.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.32% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,172 | $7,590-84.6% | $6,785-82.7% | $4,751-75.3% |
| Participant deferral / active EE | $3,795 | $11,622-67.3% | $10,408-63.5% | $6,710-43.4% |
| Admin fee / account holder | $568 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |