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 6-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 | $11,851 | $198,466-94.0% | $170,442-93.0% | $147,584-92.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 11.62% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $728 | $6,184-88.2% | $5,433-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $3,383 | $5,629-39.9% | $4,939-31.5% | $5,439-37.8% |
| Admin fee / account holder | $1,443 | $16,852-91.4% | $13,880-89.6% | $10,885-86.7% |