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 | $16,039 | $135,635-88.2% | $110,238-85.5% | $135,375-88.2% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -2.99% | 513.19%-516.2pp | 314.74%-317.7pp | 519.73%-522.7pp |
| Employer contribution / active EE | $254 | $4,906-94.8% | $3,826-93.4% | $4,779-94.7% |
| Participant deferral / active EE | $2,264 | $5,506-58.9% | $4,672-51.5% | $5,609-59.6% |
| Admin fee / account holder | $9,337 | $11,457-18.5% | $8,547+9.2% | $10,827-13.8% |