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 | $20,446 | $138,065-85.2% | $123,544-83.5% | $135,375-84.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -2.54% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,230 | $6,799-52.5% | $6,426-49.7% | $5,609-42.4% |
| Admin fee / account holder | $25,118 | $10,916+130.1% | $9,284+170.6% | $10,827+132.0% |