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 | $14,675 | $83,908-82.5% | $68,509-78.6% | $125,391-88.3% |
| Participation rate | 72.2% | 78.2%-5.9pp | 74.7%-2.5pp | 83.2%-11.0pp |
| Annual return | -0.94% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.2pp |
| Employer contribution / active EE | $350 | $3,031-88.5% | $2,278-84.7% | $4,866-92.8% |
| Participant deferral / active EE | $1,492 | $4,125-63.8% | $3,382-55.9% | $5,352-72.1% |
| Admin fee / account holder | $460 | $8,982-94.9% | $5,275-91.3% | $9,540-95.2% |