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 | $15,737 | $64,707-75.7% | $112,228-86.0% | $68,494-77.0% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -15.45% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $628 | $2,746-77.1% | $3,635-82.7% | $2,596-75.8% |
| Participant deferral / active EE | $3,734 | $3,565+4.8% | $4,728-21.0% | $4,027-7.3% |
| Admin fee / account holder | $2,062 | $5,232-60.6% | $6,410-67.8% | $5,403-61.8% |