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 | $22,350 | $471,255-95.3% | $493,514-95.5% | $357,791-93.8% |
| Participation rate | 70.6% | 87.7%-17.1pp | 86.6%-16.0pp | 85.6%-15.0pp |
| Annual return | 10.38% | -8.27%+18.6pp | -7.53%+17.9pp | 396.79%-386.4pp |
| Employer contribution / active EE | $1,471 | $7,367-80.0% | $6,745-78.2% | $7,508-80.4% |
| Participant deferral / active EE | $0 | $3,572-100.0% | $3,576-100.0% | $5,521-100.0% |
| Admin fee / account holder | $6,452 | $29,116-77.8% | $31,190-79.3% | $28,387-77.3% |