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 9-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 | $6,805 | $198,466-96.6% | $170,442-96.0% | $147,584-95.4% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 58.42% | 257.29%-198.9pp | 205.93%-147.5pp | 578.55%-520.1pp |
| Employer contribution / active EE | $411 | $6,184-93.3% | $5,433-92.4% | $4,876-91.6% |
| Participant deferral / active EE | $2,641 | $5,629-53.1% | $4,939-46.5% | $5,439-51.4% |
| Admin fee / account holder | $1,677 | $16,852-90.0% | $13,880-87.9% | $10,885-84.6% |