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 8-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 | $6,663 | $48,265-86.2% | $68,791-90.3% | $68,494-90.3% |
| Participation rate | 94.8% | 60.7%+34.2pp | 69.0%+25.8pp | 67.9%+26.9pp |
| Annual return | -18.74% | -12.71%-6.0pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,226 | $2,867+12.5% | $3,941-18.1% | $4,027-19.9% |
| Admin fee / account holder | $2,516 | $4,355-42.2% | $4,932-49.0% | $5,403-53.4% |