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 8-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 | $22,840 | $167,484-86.4% | $151,611-84.9% | $134,475-83.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.32% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $823 | $6,829-87.9% | $6,166-86.6% | $4,740-82.6% |
| Participant deferral / active EE | $10,676 | $8,986+18.8% | $8,363+27.7% | $6,400+66.8% |
| Admin fee / account holder | $1,740 | $13,783-87.4% | $11,616-85.0% | $11,426-84.8% |