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 8-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 | $32,003 | $183,963-82.6% | $162,163-80.3% | $152,861-79.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 26.52% | 150.76%-124.2pp | 115.59%-89.1pp | 345.32%-318.8pp |
| Employer contribution / active EE | $368 | $6,371-94.2% | $5,614-93.5% | $4,762-92.3% |
| Participant deferral / active EE | $10,908 | $8,034+35.8% | $7,298+49.5% | $5,850+86.5% |
| Admin fee / account holder | $12,810 | $13,121-2.4% | $10,843+18.1% | $11,596+10.5% |