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 | $7,078 | $176,056-96.0% | $159,436-95.6% | $167,490-95.8% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 145.62% | 331.75%-186.1pp | 263.57%-118.0pp | 478.56%-332.9pp |
| Employer contribution / active EE | $815 | $5,297-84.6% | $4,829-83.1% | $4,837-83.2% |
| Participant deferral / active EE | $2,644 | $7,750-65.9% | $7,352-64.0% | $6,341-58.3% |
| Admin fee / account holder | $348 | $12,554-97.2% | $10,799-96.8% | $12,309-97.2% |