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 | $18,084 | $183,963-90.2% | $162,163-88.8% | $152,861-88.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.52% | 150.76%-116.2pp | 115.59%-81.1pp | 345.32%-310.8pp |
| Employer contribution / active EE | $1,014 | $6,371-84.1% | $5,614-81.9% | $4,762-78.7% |
| Participant deferral / active EE | $5,357 | $8,034-33.3% | $7,298-26.6% | $5,850-8.4% |
| Admin fee / account holder | $461 | $13,121-96.5% | $10,843-95.7% | $11,596-96.0% |