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 | $15,139 | $135,635-88.8% | $110,238-86.3% | $135,375-88.8% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.8%+4.4pp | 82.6%+1.6pp |
| Annual return | -0.90% | 513.19%-514.1pp | 314.74%-315.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $869 | $4,906-82.3% | $3,826-77.3% | $4,779-81.8% |
| Participant deferral / active EE | $3,231 | $5,506-41.3% | $4,672-30.8% | $5,609-42.4% |
| Admin fee / account holder | $3,757 | $11,457-67.2% | $8,547-56.0% | $10,827-65.3% |