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 | $11,326 | $76,000-85.1% | $154,107-92.7% | $64,186-82.4% |
| Participation rate | 75.6% | 70.4%+5.1pp | 83.0%-7.5pp | 69.6%+6.0pp |
| Annual return | -4.17% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $374 | $3,351-88.8% | $5,298-92.9% | $2,381-84.3% |
| Participant deferral / active EE | $1,373 | $3,175-56.8% | $5,081-73.0% | $3,470-60.4% |
| Admin fee / account holder | $18,051 | $5,596+222.6% | $13,411+34.6% | $4,888+269.3% |