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 | $8,265 | $197,591-95.8% | $177,821-95.4% | $158,922-94.8% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 15.11% | 58.76%-43.6pp | 48.32%-33.2pp | 302.83%-287.7pp |
| Employer contribution / active EE | $793 | $6,697-88.2% | $5,918-86.6% | $4,761-83.3% |
| Participant deferral / active EE | $3,488 | $8,405-58.5% | $7,714-54.8% | $5,982-41.7% |
| Admin fee / account holder | $1,041 | $15,399-93.2% | $12,427-91.6% | $11,246-90.7% |