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 | $17,177 | $100,754-83.0% | $86,677-80.2% | $134,475-87.2% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -15.82% | 29.04%-44.9pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $440 | $3,489-87.4% | $2,836-84.5% | $4,740-90.7% |
| Participant deferral / active EE | $3,007 | $5,338-43.7% | $4,656-35.4% | $6,400-53.0% |
| Admin fee / account holder | $332 | $10,926-97.0% | $7,493-95.6% | $11,426-97.1% |