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 | $7,226 | $131,829-94.5% | $108,579-93.3% | $273,961-97.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 8.18% | -91.57%+99.7pp | -51.70%+59.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $837 | $4,912-83.0% | $3,758-77.7% | $4,869-82.8% |
| Participant deferral / active EE | $2,036 | $5,127-60.3% | $4,311-52.8% | $5,287-61.5% |
| Admin fee / account holder | $436 | $10,252-95.7% | $7,645-94.3% | $10,132-95.7% |