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 | $24,829 | $183,963-86.5% | $162,163-84.7% | $152,861-83.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 25.28% | 150.76%-125.5pp | 115.59%-90.3pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,225 | $6,371-80.8% | $5,614-78.2% | $4,762-74.3% |
| Participant deferral / active EE | $6,840 | $8,034-14.9% | $7,298-6.3% | $5,850+16.9% |
| Admin fee / account holder | $306 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |