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 9-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 | $15,694 | $115,770-86.4% | $101,248-84.5% | $158,922-90.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 39.65% | 56.14%-16.5pp | 46.47%-6.8pp | 302.83%-263.2pp |
| Employer contribution / active EE | $58 | $4,175-98.6% | $3,660-98.4% | $4,761-98.8% |
| Participant deferral / active EE | $3,053 | $4,957-38.4% | $4,370-30.1% | $5,982-49.0% |
| Admin fee / account holder | $19,713 | $7,245+172.1% | $5,945+231.6% | $11,246+75.3% |