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 | $22,921 | $183,963-87.5% | $162,163-85.9% | $152,861-85.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 26.43% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,180 | $6,371-81.5% | $5,614-79.0% | $4,762-75.2% |
| Participant deferral / active EE | $3,452 | $8,034-57.0% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $506 | $13,121-96.1% | $10,843-95.3% | $11,596-95.6% |