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 4-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 | $16,460 | $99,985-83.5% | $146,665-88.8% | $85,850-80.8% |
| Participation rate | 72.5% | 73.1%-0.6pp | 80.1%-7.6pp | 69.3%+3.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $460 | $2,559-82.0% | $4,136-88.9% | $2,565-82.1% |
| Participant deferral / active EE | $3,366 | $4,006-16.0% | $5,506-38.9% | $3,952-14.8% |
| Admin fee / account holder | $2,653 | $7,702-65.6% | $10,280-74.2% | $6,260-57.6% |