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 9-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 | $12,335 | $97,757-87.4% | $83,848-85.3% | $135,375-90.9% |
| Participation rate | 76.2% | 80.0%-3.8pp | 76.1%0pp | 82.6%-6.5pp |
| Annual return | -7.85% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $381 | $4,222-91.0% | $3,631-89.5% | $4,779-92.0% |
| Participant deferral / active EE | $1,456 | $4,682-68.9% | $4,082-64.3% | $5,609-74.0% |
| Admin fee / account holder | $2,144 | $6,674-67.9% | $5,478-60.9% | $10,827-80.2% |