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 4-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 | $21,938 | $185,822-88.2% | $169,993-87.1% | $139,434-84.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.18% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $928 | $7,590-87.8% | $6,785-86.3% | $4,751-80.5% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $340 | $15,381-97.8% | $12,815-97.3% | $11,403-97.0% |