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 | $25,766 | $198,466-87.0% | $170,442-84.9% | $147,584-82.5% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 18.89% | 257.29%-238.4pp | 205.93%-187.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,159 | $6,184-81.3% | $5,433-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $3,355 | $5,629-40.4% | $4,939-32.1% | $5,439-38.3% |
| Admin fee / account holder | $330 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |