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 | $91,053 | $430,061-78.8% | $331,881-72.6% | $357,791-74.6% |
| Participation rate | 83.3% | 72.6%+10.7pp | 79.6%+3.7pp | 85.6%-2.3pp |
| Annual return | 16.10% | -3.13%+19.2pp | -0.91%+17.0pp | 396.79%-380.7pp |
| Employer contribution / active EE | $407 | $9,014-95.5% | $7,480-94.6% | $7,508-94.6% |
| Participant deferral / active EE | $0 | $4,517-100.0% | $4,619-100.0% | $5,521-100.0% |
| Admin fee / account holder | $1,710 | $30,517-94.4% | $26,542-93.6% | $28,387-94.0% |