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 | $8,601 | $148,534-94.2% | $135,903-93.7% | $139,434-93.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 274.94% | 79.19%+195.8pp | 68.23%+206.7pp | 372.94%-98.0pp |
| Employer contribution / active EE | $601 | $5,243-88.5% | $4,856-87.6% | $4,751-87.3% |
| Participant deferral / active EE | $5,539 | $8,100-31.6% | $7,758-28.6% | $6,710-17.5% |
| Admin fee / account holder | $1,001 | $12,400-91.9% | $10,762-90.7% | $11,403-91.2% |