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 | $15,887 | $180,449-91.2% | $154,107-89.7% | $135,375-88.3% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | 8.07% | 888.09%-880.0pp | 735.12%-727.0pp | 519.73%-511.7pp |
| Employer contribution / active EE | $547 | $6,035-90.9% | $5,298-89.7% | $4,779-88.5% |
| Participant deferral / active EE | $2,302 | $5,806-60.3% | $5,081-54.7% | $5,609-59.0% |
| Admin fee / account holder | $943 | $16,143-94.2% | $13,411-93.0% | $10,827-91.3% |