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 | $19,973 | $131,829-84.8% | $108,579-81.6% | $273,961-92.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 2.55% | -91.57%+94.1pp | -51.70%+54.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $767 | $4,912-84.4% | $3,758-79.6% | $4,869-84.3% |
| Participant deferral / active EE | $3,050 | $5,127-40.5% | $4,311-29.2% | $5,287-42.3% |
| Admin fee / account holder | $965 | $10,252-90.6% | $7,645-87.4% | $10,132-90.5% |