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 | $15,758 | $202,318-92.2% | $172,739-90.9% | $152,861-89.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.07% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $849 | $5,856-85.5% | $5,143-83.5% | $4,762-82.2% |
| Participant deferral / active EE | $5,696 | $5,948-4.2% | $5,198+9.6% | $5,850-2.6% |
| Admin fee / account holder | $453 | $17,109-97.4% | $13,954-96.8% | $11,596-96.1% |