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 10-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 | $22,014 | $135,635-83.8% | $110,238-80.0% | $135,375-83.7% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -5.42% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $761 | $4,906-84.5% | $3,826-80.1% | $4,779-84.1% |
| Participant deferral / active EE | $4,533 | $5,506-17.7% | $4,672-3.0% | $5,609-19.2% |
| Admin fee / account holder | $7,110 | $11,457-37.9% | $8,547-16.8% | $10,827-34.3% |