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 | $28,534 | $209,832-86.4% | $189,513-84.9% | $167,490-83.0% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 13.82% | 748.27%-734.5pp | 555.15%-541.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,144 | $6,914-83.5% | $6,162-81.4% | $4,837-76.4% |
| Participant deferral / active EE | $4,645 | $8,935-48.0% | $8,221-43.5% | $6,341-26.7% |
| Admin fee / account holder | $2,559 | $14,293-82.1% | $12,045-78.8% | $12,309-79.2% |