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 | $10,051 | $167,484-94.0% | $151,611-93.4% | $134,475-92.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.40% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,329 | $6,829-80.5% | $6,166-78.5% | $4,740-72.0% |
| Participant deferral / active EE | $3,370 | $8,986-62.5% | $8,363-59.7% | $6,400-47.3% |
| Admin fee / account holder | $4,620 | $13,783-66.5% | $11,616-60.2% | $11,426-59.6% |