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 7-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 | $10,386 | $217,402-95.2% | $185,823-94.4% | $167,490-93.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 48.08% | 148.36%-100.3pp | 122.05%-74.0pp | 478.56%-430.5pp |
| Employer contribution / active EE | $691 | $5,873-88.2% | $5,167-86.6% | $4,837-85.7% |
| Participant deferral / active EE | $4,021 | $6,356-36.7% | $5,568-27.8% | $6,341-36.6% |
| Admin fee / account holder | $634 | $19,811-96.8% | $16,237-96.1% | $12,309-94.9% |