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 6-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 | $7,135 | $217,402-96.7% | $185,823-96.2% | $167,490-95.7% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 33.26% | 148.36%-115.1pp | 122.05%-88.8pp | 478.56%-445.3pp |
| Employer contribution / active EE | $195 | $5,873-96.7% | $5,167-96.2% | $4,837-96.0% |
| Participant deferral / active EE | $6,242 | $6,356-1.8% | $5,568+12.1% | $6,341-1.6% |
| Admin fee / account holder | $369 | $19,811-98.1% | $16,237-97.7% | $12,309-97.0% |