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 | $15,716 | $78,694-80.0% | $67,652-76.8% | $125,391-87.5% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -1.23% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $273 | $3,044-91.0% | $2,266-87.9% | $4,866-94.4% |
| Participant deferral / active EE | $1,924 | $4,292-55.2% | $3,560-45.9% | $5,352-64.0% |
| Admin fee / account holder | $3,867 | $7,403-47.8% | $4,821-19.8% | $9,540-59.5% |