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 | $23,485 | $180,449-87.0% | $154,107-84.8% | $135,375-82.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.44% | 888.09%-887.6pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $770 | $6,035-87.2% | $5,298-85.5% | $4,779-83.9% |
| Participant deferral / active EE | $35,200 | $5,806+506.3% | $5,081+592.8% | $5,609+527.6% |
| Admin fee / account holder | $530,640 | $16,143+3187.2% | $13,411+3856.8% | $10,827+4801.1% |