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 6-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 | $6,964 | $60,022-88.4% | $88,946-92.2% | $84,808-91.8% |
| Participation rate | 89.3% | 57.8%+31.4pp | 68.8%+20.4pp | 68.3%+21.0pp |
| Annual return | 14.54% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,686 | $3,114-45.9% | $4,581-63.2% | $4,212-60.0% |
| Admin fee / account holder | $1,046 | $4,811-78.3% | $8,261-87.3% | $7,344-85.8% |