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 | $25,164 | $180,449-86.1% | $154,107-83.7% | $135,375-81.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -8.38% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,171 | $6,035-80.6% | $5,298-77.9% | $4,779-75.5% |
| Participant deferral / active EE | $2,390 | $5,806-58.8% | $5,081-53.0% | $5,609-57.4% |
| Admin fee / account holder | $2,606 | $16,143-83.9% | $13,411-80.6% | $10,827-75.9% |