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 | $31,735 | $171,865-81.5% | $149,718-78.8% | $147,584-78.5% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 62.68% | 2113.22%-2050.5pp | 1501.63%-1438.9pp | 578.55%-515.9pp |
| Employer contribution / active EE | $1,175 | $6,275-81.3% | $5,445-78.4% | $4,876-75.9% |
| Participant deferral / active EE | $3,684 | $7,271-49.3% | $6,569-43.9% | $5,439-32.3% |
| Admin fee / account holder | $1,113 | $13,799-91.9% | $11,283-90.1% | $10,885-89.8% |