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 | $9,760 | $180,449-94.6% | $154,107-93.7% | $135,375-92.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | 1.94% | 888.09%-886.2pp | 735.12%-733.2pp | 519.73%-517.8pp |
| Employer contribution / active EE | $1,097 | $6,035-81.8% | $5,298-79.3% | $4,779-77.0% |
| Participant deferral / active EE | $2,205 | $5,806-62.0% | $5,081-56.6% | $5,609-60.7% |
| Admin fee / account holder | $913 | $16,143-94.3% | $13,411-93.2% | $10,827-91.6% |