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 | $12,849 | $180,449-92.9% | $154,107-91.7% | $135,375-90.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.11% | 888.09%-878.0pp | 735.12%-725.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,250 | $6,035-79.3% | $5,298-76.4% | $4,779-73.8% |
| Participant deferral / active EE | $2,909 | $5,806-49.9% | $5,081-42.8% | $5,609-48.1% |
| Admin fee / account holder | $1,456 | $16,143-91.0% | $13,411-89.1% | $10,827-86.6% |