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 | $36,919 | $245,885-85.0% | $198,754-81.4% | $357,791-89.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 11.36% | 5953.41%-5942.1pp | 4947.04%-4935.7pp | 396.79%-385.4pp |
| Employer contribution / active EE | $2,120 | $4,089-48.1% | $4,008-47.1% | $7,508-71.8% |
| Participant deferral / active EE | $0 | $4,533-100.0% | $4,138-100.0% | $5,521-100.0% |
| Admin fee / account holder | $496 | $12,849-96.1% | $12,082-95.9% | $28,387-98.3% |