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 | $25,067 | $202,318-87.6% | $172,739-85.5% | $152,861-83.6% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 21.97% | 1029.65%-1007.7pp | 802.84%-780.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $230 | $5,856-96.1% | $5,143-95.5% | $4,762-95.2% |
| Participant deferral / active EE | $2,326 | $5,948-60.9% | $5,198-55.2% | $5,850-60.2% |
| Admin fee / account holder | $625 | $17,109-96.3% | $13,954-95.5% | $11,596-94.6% |