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 | $22,355 | $71,883-68.9% | $86,677-74.2% | $68,494-67.4% |
| Participation rate | 73.8% | 72.2%+1.6pp | 76.6%-2.7pp | 67.9%+6.0pp |
| Annual return | -18.61% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $236 | $2,173-89.1% | $2,836-91.7% | $2,596-90.9% |
| Participant deferral / active EE | $2,364 | $3,779-37.4% | $4,656-49.2% | $4,027-41.3% |
| Admin fee / account holder | $1,275 | $6,112-79.1% | $7,493-83.0% | $5,403-76.4% |