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 8-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 | $10,895 | $157,256-93.1% | $141,162-92.3% | $152,861-92.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 178.29% | 64.32%+114.0pp | 71.39%+106.9pp | 345.32%-167.0pp |
| Employer contribution / active EE | $570 | $5,261-89.2% | $4,735-88.0% | $4,762-88.0% |
| Participant deferral / active EE | $2,409 | $7,109-66.1% | $6,709-64.1% | $5,850-58.8% |
| Admin fee / account holder | $466 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |