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 | $9,667 | $167,484-94.2% | $151,611-93.6% | $134,475-92.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.76% | 7.80%-13.6pp | 3.33%-9.1pp | 417.96%-423.7pp |
| Employer contribution / active EE | $1,070 | $6,829-84.3% | $6,166-82.6% | $4,740-77.4% |
| Participant deferral / active EE | $7,038 | $8,986-21.7% | $8,363-15.8% | $6,400+10.0% |
| Admin fee / account holder | $32,886 | $13,783+138.6% | $11,616+183.1% | $11,426+187.8% |