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 | $10,008 | $198,466-95.0% | $170,442-94.1% | $147,584-93.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 22.20% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $514 | $6,184-91.7% | $5,433-90.5% | $4,876-89.5% |
| Participant deferral / active EE | $4,484 | $5,629-20.4% | $4,939-9.2% | $5,439-17.6% |
| Admin fee / account holder | $414 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |