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 | $19,376 | $198,466-90.2% | $170,442-88.6% | $147,584-86.9% |
| Participation rate | 84.6% | 88.0%-3.4pp | 83.6%+1.0pp | 82.8%+1.8pp |
| Annual return | 62.80% | 257.29%-194.5pp | 205.93%-143.1pp | 578.55%-515.7pp |
| Employer contribution / active EE | $659 | $6,184-89.3% | $5,433-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $2,557 | $5,629-54.6% | $4,939-48.2% | $5,439-53.0% |
| Admin fee / account holder | $1,396 | $16,852-91.7% | $13,880-89.9% | $10,885-87.2% |