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 | $8,677 | $133,958-93.5% | $112,228-92.3% | $134,475-93.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -9.10% | 47.11%-56.2pp | 27.45%-36.6pp | 417.96%-427.1pp |
| Employer contribution / active EE | $336 | $4,038-91.7% | $3,635-90.8% | $4,740-92.9% |
| Participant deferral / active EE | $2,844 | $5,291-46.2% | $4,728-39.8% | $6,400-55.6% |
| Admin fee / account holder | $13,523 | $7,489+80.6% | $6,410+111.0% | $11,426+18.4% |