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 | $5,096 | $131,829-96.1% | $108,579-95.3% | $273,961-98.1% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.6%+6.8pp | 83.0%+3.3pp |
| Annual return | 5.05% | -91.57%+96.6pp | -51.70%+56.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,626 | $5,127-29.3% | $4,311-15.9% | $5,287-31.4% |
| Admin fee / account holder | $784 | $10,252-92.4% | $7,645-89.8% | $10,132-92.3% |