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 | $172,827 | $244,740-29.4% | $206,214-16.2% | $357,791-51.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.4%-2.4pp | 85.6%-5.6pp |
| Annual return | 6.27% | -3.72%+10.0pp | -1.60%+7.9pp | 396.79%-390.5pp |
| Employer contribution / active EE | $16,996 | $7,019+142.1% | $5,967+184.8% | $7,508+126.4% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,062 | $15,419-93.1% | $13,671-92.2% | $28,387-96.3% |