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 | $28,343 | $140,588-79.8% | $123,104-77.0% | $125,391-77.4% |
| Participation rate | 72.2% | 88.2%-16.0pp | 86.8%-14.6pp | 83.2%-11.0pp |
| Annual return | -2.24% | 16.80%-19.0pp | 13.22%-15.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,979 | $6,980-14.3% | $6,230-4.0% | $5,352+11.7% |
| Admin fee / account holder | $14,984 | $11,198+33.8% | $9,015+66.2% | $9,540+57.1% |