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 | $181,624 | $697,698-74.0% | $621,730-70.8% | $357,791-49.2% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 15.48% | 10.63%+4.9pp | 10.76%+4.7pp | 396.79%-381.3pp |
| Employer contribution / active EE | $12,500 | $10,590+18.0% | $9,871+26.6% | $7,508+66.5% |
| Participant deferral / active EE | $0 | $7,203-100.0% | $6,979-100.0% | $5,521-100.0% |
| Admin fee / account holder | $545,606 | $75,391+623.7% | $66,065+725.9% | $28,387+1822.0% |