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 | $10,201 | $202,318-95.0% | $172,739-94.1% | $152,861-93.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 19.86% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $865 | $5,856-85.2% | $5,143-83.2% | $4,762-81.8% |
| Participant deferral / active EE | $2,729 | $5,948-54.1% | $5,198-47.5% | $5,850-53.4% |
| Admin fee / account holder | $752 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |