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 9-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 | $1,502 | $202,318-99.3% | $172,739-99.1% | $152,861-99.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.24% | 1029.65%-1012.4pp | 802.84%-785.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $376 | $5,856-93.6% | $5,143-92.7% | $4,762-92.1% |
| Participant deferral / active EE | $2,151 | $5,948-63.8% | $5,198-58.6% | $5,850-63.2% |
| Admin fee / account holder | $2,272 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |