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 | $14,178 | $72,492-80.4% | $87,100-83.7% | $72,985-80.6% |
| Participation rate | 77.2% | 72.8%+4.4pp | 76.9%+0.3pp | 69.5%+7.7pp |
| Annual return | 43.56% | 24.46%+19.1pp | 28.19%+15.4pp | 81.00%-37.4pp |
| Employer contribution / active EE | $9 | $1,894-99.5% | $2,521-99.6% | $2,440-99.6% |
| Participant deferral / active EE | $2,063 | $3,270-36.9% | $4,049-49.0% | $3,607-42.8% |
| Admin fee / account holder | $1,098 | $5,055-78.3% | $7,497-85.4% | $5,124-78.6% |