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 | $16,807 | $202,318-91.7% | $172,739-90.3% | $152,861-89.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 29.92% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $960 | $5,856-83.6% | $5,143-81.3% | $4,762-79.9% |
| Participant deferral / active EE | $4,575 | $5,948-23.1% | $5,198-12.0% | $5,850-21.8% |
| Admin fee / account holder | $475 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |