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 | $21,121 | $168,632-87.5% | $147,614-85.7% | $125,391-83.2% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,925 | $5,507-46.9% | $4,895-40.2% | $5,352-45.3% |
| Admin fee / account holder | $717 | $13,580-94.7% | $11,611-93.8% | $9,540-92.5% |