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 8-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 | $6,692 | $103,376-93.5% | $87,100-92.3% | $152,861-95.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 114.78% | 28.10%+86.7pp | 28.19%+86.6pp | 345.32%-230.5pp |
| Employer contribution / active EE | $189 | $3,220-94.1% | $2,521-92.5% | $4,762-96.0% |
| Participant deferral / active EE | $4,407 | $4,778-7.8% | $4,049+8.8% | $5,850-24.7% |
| Admin fee / account holder | $537 | $12,205-95.6% | $7,497-92.8% | $11,596-95.4% |