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 | $18,471 | $185,822-90.1% | $169,993-89.1% | $139,434-86.8% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 28.85% | 60.50%-31.7pp | 53.37%-24.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $1,415 | $7,590-81.4% | $6,785-79.1% | $4,751-70.2% |
| Participant deferral / active EE | $4,155 | $11,622-64.3% | $10,408-60.1% | $6,710-38.1% |
| Admin fee / account holder | $367 | $15,381-97.6% | $12,815-97.1% | $11,403-96.8% |