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 9-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 | $23,236 | $135,635-82.9% | $110,238-78.9% | $135,375-82.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -3.60% | 513.19%-516.8pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $923 | $4,906-81.2% | $3,826-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $3,240 | $5,506-41.2% | $4,672-30.7% | $5,609-42.2% |
| Admin fee / account holder | $15,025 | $11,457+31.1% | $8,547+75.8% | $10,827+38.8% |