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 | $20,567 | $73,004-71.8% | $90,749-77.3% | $68,494-70.0% |
| Participation rate | 85.4% | 70.8%+14.5pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -15.38% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $305 | $2,193-86.1% | $2,921-89.6% | $2,596-88.3% |
| Participant deferral / active EE | $1,843 | $3,627-49.2% | $4,564-59.6% | $4,027-54.2% |
| Admin fee / account holder | $4,247 | $5,896-28.0% | $8,445-49.7% | $5,403-21.4% |