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 | $22,763 | $180,449-87.4% | $154,107-85.2% | $135,375-83.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.03% | 888.09%-894.1pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,063 | $6,035-82.4% | $5,298-79.9% | $4,779-77.8% |
| Participant deferral / active EE | $3,025 | $5,806-47.9% | $5,081-40.5% | $5,609-46.1% |
| Admin fee / account holder | $11,577 | $16,143-28.3% | $13,411-13.7% | $10,827+6.9% |