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 | $18,373 | $56,199-67.3% | $67,652-72.8% | $59,632-69.2% |
| Participation rate | 78.1% | 71.5%+6.7pp | 75.7%+2.5pp | 68.7%+9.5pp |
| Annual return | -0.87% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $303 | $1,614-81.2% | $2,266-86.6% | $2,203-86.2% |
| Participant deferral / active EE | $1,316 | $2,844-53.7% | $3,560-63.0% | $3,192-58.8% |
| Admin fee / account holder | $4,946 | $3,958+24.9% | $4,821+2.6% | $4,297+15.1% |