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 | $17,336 | $157,256-89.0% | $141,162-87.7% | $152,861-88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.85% | 64.32%-46.5pp | 71.39%-53.5pp | 345.32%-327.5pp |
| Employer contribution / active EE | $919 | $5,261-82.5% | $4,735-80.6% | $4,762-80.7% |
| Participant deferral / active EE | $3,650 | $7,109-48.7% | $6,709-45.6% | $5,850-37.6% |
| Admin fee / account holder | $438 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |