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 9-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 | $186,886 | $297,529-37.2% | $246,525-24.2% | $357,791-47.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 21.50% | -2.25%+23.7pp | 0.46%+21.0pp | 396.79%-375.3pp |
| Employer contribution / active EE | $2,933 | $8,709-66.3% | $7,467-60.7% | $7,508-60.9% |
| Participant deferral / active EE | $9,395 | $6,076+54.6% | $5,422+73.3% | $5,521+70.2% |
| Admin fee / account holder | $28,980 | $16,212+78.8% | $16,551+75.1% | $28,387+2.1% |