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 | $16,174 | $180,449-91.0% | $154,107-89.5% | $135,375-88.1% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | 9.94% | 888.09%-878.1pp | 735.12%-725.2pp | 519.73%-509.8pp |
| Employer contribution / active EE | $713 | $6,035-88.2% | $5,298-86.5% | $4,779-85.1% |
| Participant deferral / active EE | $2,083 | $5,806-64.1% | $5,081-59.0% | $5,609-62.9% |
| Admin fee / account holder | $2,389 | $16,143-85.2% | $13,411-82.2% | $10,827-77.9% |