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 | $5,968 | $75,828-92.1% | $147,614-96.0% | $59,632-90.0% |
| Participation rate | 71.7% | 71.6%+0.1pp | 84.6%-13.0pp | 68.7%+3.0pp |
| Annual return | 7.93% | 0.37%+7.6pp | 61.98%-54.0pp | 2041.28%-2033.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,450 | $3,130-53.7% | $4,895-70.4% | $3,192-54.6% |
| Admin fee / account holder | $3,569 | $5,985-40.4% | $11,611-69.3% | $4,297-16.9% |