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 | $5,826 | $52,279-88.9% | $89,391-93.5% | $79,858-92.7% |
| Participation rate | 85.2% | 57.5%+27.7pp | 68.0%+17.3pp | 69.6%+15.6pp |
| Annual return | 15.72% | 22.16%-6.4pp | 245.62%-229.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,752 | $2,740-36.1% | $3,890-55.0% | $3,740-53.2% |
| Admin fee / account holder | $623 | $3,356-81.4% | $4,881-87.2% | $5,306-88.3% |