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 6-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 | $18,426 | $142,344-87.1% | $119,609-84.6% | $134,475-86.3% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -18.10% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,030 | $5,222-80.3% | $4,232-75.7% | $4,740-78.3% |
| Participant deferral / active EE | $2,170 | $6,469-66.5% | $5,602-61.3% | $6,400-66.1% |
| Admin fee / account holder | $530 | $13,584-96.1% | $10,323-94.9% | $11,426-95.4% |