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 | $27,470 | $137,414-80.0% | $189,513-85.5% | $85,850-68.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 28.99% | 38.14%-9.2pp | 555.15%-526.2pp | 318.53%-289.5pp |
| Employer contribution / active EE | $486 | $4,344-88.8% | $6,162-92.1% | $2,565-81.0% |
| Participant deferral / active EE | $3,043 | $6,260-51.4% | $8,221-63.0% | $3,952-23.0% |
| Admin fee / account holder | $439 | $8,630-94.9% | $12,045-96.4% | $6,260-93.0% |