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 4-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 | $22,708 | $185,822-87.8% | $169,993-86.6% | $139,434-83.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 41.02% | 60.50%-19.5pp | 53.37%-12.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $1,223 | $7,590-83.9% | $6,785-82.0% | $4,751-74.3% |
| Participant deferral / active EE | $6,380 | $11,622-45.1% | $10,408-38.7% | $6,710-4.9% |
| Admin fee / account holder | $573 | $15,381-96.3% | $12,815-95.5% | $11,403-95.0% |