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 | $22,827 | $167,484-86.4% | $151,611-84.9% | $134,475-83.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -6.14% | 7.80%-13.9pp | 3.33%-9.5pp | 417.96%-424.1pp |
| Employer contribution / active EE | $152 | $6,829-97.8% | $6,166-97.5% | $4,740-96.8% |
| Participant deferral / active EE | $3,613 | $8,986-59.8% | $8,363-56.8% | $6,400-43.5% |
| Admin fee / account holder | $22,215 | $13,783+61.2% | $11,616+91.2% | $11,426+94.4% |