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 7-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 | $8,273 | $165,335-95.0% | $149,696-94.5% | $158,922-94.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 39.27% | 348.15%-308.9pp | 276.60%-237.3pp | 302.83%-263.6pp |
| Employer contribution / active EE | $893 | $5,103-82.5% | $4,644-80.8% | $4,761-81.3% |
| Participant deferral / active EE | $5,201 | $7,181-27.6% | $6,842-24.0% | $5,982-13.1% |
| Admin fee / account holder | $1,402 | $10,807-87.0% | $9,309-84.9% | $11,246-87.5% |