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 | $15,510 | $202,318-92.3% | $172,739-91.0% | $152,861-89.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 45.97% | 1029.65%-983.7pp | 802.84%-756.9pp | 345.32%-299.3pp |
| Employer contribution / active EE | $750 | $5,856-87.2% | $5,143-85.4% | $4,762-84.3% |
| Participant deferral / active EE | $5,130 | $5,948-13.7% | $5,198-1.3% | $5,850-12.3% |
| Admin fee / account holder | $2,421 | $17,109-85.9% | $13,954-82.7% | $11,596-79.1% |