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 | $12,174 | $64,707-81.2% | $112,228-89.2% | $68,494-82.2% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -17.82% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $397 | $2,746-85.5% | $3,635-89.1% | $2,596-84.7% |
| Participant deferral / active EE | $1,703 | $3,565-52.2% | $4,728-64.0% | $4,027-57.7% |
| Admin fee / account holder | $3,840 | $5,232-26.6% | $6,410-40.1% | $5,403-28.9% |