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 | $24,546 | $175,600-86.0% | $129,110-81.0% | $134,475-81.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -14.85% | -11.39%-3.5pp | -10.94%-3.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $566 | $6,355-91.1% | $5,052-88.8% | $4,740-88.1% |
| Participant deferral / active EE | $3,803 | $7,975-52.3% | $6,542-41.9% | $6,400-40.6% |
| Admin fee / account holder | $16,789 | $23,567-28.8% | $14,302+17.4% | $11,426+46.9% |