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 | $3,129 | $131,829-97.6% | $108,579-97.1% | $273,961-98.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.59% | -91.57%+103.2pp | -51.70%+63.3pp | 41.45%-29.9pp |
| Employer contribution / active EE | $308 | $4,912-93.7% | $3,758-91.8% | $4,869-93.7% |
| Participant deferral / active EE | $1,531 | $5,127-70.1% | $4,311-64.5% | $5,287-71.0% |
| Admin fee / account holder | $1,048 | $10,252-89.8% | $7,645-86.3% | $10,132-89.7% |