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 | $17,214 | $217,402-92.1% | $185,823-90.7% | $167,490-89.7% |
| Participation rate | 86.4% | 86.0%+0.3pp | 81.7%+4.7pp | 82.1%+4.3pp |
| Annual return | 29.74% | 148.36%-118.6pp | 122.05%-92.3pp | 478.56%-448.8pp |
| Employer contribution / active EE | $851 | $5,873-85.5% | $5,167-83.5% | $4,837-82.4% |
| Participant deferral / active EE | $2,603 | $6,356-59.1% | $5,568-53.3% | $6,341-59.0% |
| Admin fee / account holder | $1,001 | $19,811-94.9% | $16,237-93.8% | $12,309-91.9% |