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 | $6,938 | $209,411-96.7% | $178,490-96.1% | $158,922-95.6% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 8.03% | 188.75%-180.7pp | 151.07%-143.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $337 | $5,706-94.1% | $5,011-93.3% | $4,761-92.9% |
| Participant deferral / active EE | $2,925 | $5,954-50.9% | $5,202-43.8% | $5,982-51.1% |
| Admin fee / account holder | $3,970 | $17,074-76.7% | $13,984-71.6% | $11,246-64.7% |