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 | $14,732 | $201,272-92.7% | $184,203-92.0% | $145,922-89.9% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 21.82% | 29.00%-7.2pp | 28.81%-7.0pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,069 | $7,022-84.8% | $6,427-83.4% | $4,660-77.1% |
| Participant deferral / active EE | $4,385 | $9,806-55.3% | $9,131-52.0% | $6,688-34.4% |
| Admin fee / account holder | $828 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |