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 | $28,887 | $168,632-82.9% | $147,614-80.4% | $125,391-77.0% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | -0.45% | 77.65%-78.1pp | 61.98%-62.4pp | 282.22%-282.7pp |
| Employer contribution / active EE | $871 | $6,252-86.1% | $5,564-84.4% | $4,866-82.1% |
| Participant deferral / active EE | $1,810 | $5,507-67.1% | $4,895-63.0% | $5,352-66.2% |
| Admin fee / account holder | $481 | $13,580-96.5% | $11,611-95.9% | $9,540-95.0% |