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 | $1,561 | $181,894-99.1% | $156,549-99.0% | $273,961-99.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 208.52% | 30.74%+177.8pp | 32.23%+176.3pp | 41.45%+167.1pp |
| Employer contribution / active EE | $118 | $6,248-98.1% | $5,501-97.9% | $4,869-97.6% |
| Participant deferral / active EE | $48,920 | $5,550+781.4% | $4,871+904.3% | $5,287+825.3% |
| Admin fee / account holder | $49,079 | $15,559+215.4% | $13,027+276.7% | $10,132+384.4% |