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 4-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 | $9,266 | $177,572-94.8% | $154,803-94.0% | $142,382-93.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 190.99% | 65.07%+125.9pp | 58.88%+132.1pp | 217.08%-26.1pp |
| Employer contribution / active EE | $418 | $4,810-91.3% | $4,305-90.3% | $4,299-90.3% |
| Participant deferral / active EE | $6,401 | $6,272+2.1% | $5,540+15.5% | $6,507-1.6% |
| Admin fee / account holder | $305 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |