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 7-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 | $3,088 | $93,170-96.7% | $100,534-96.9% | $84,808-96.4% |
| Participation rate | 72.7% | 75.8%-3.1pp | 80.6%-7.9pp | 68.3%+4.4pp |
| Annual return | 14.79% | 47.13%-32.3pp | 32.66%-17.9pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,524 | $5,699-55.7% | $6,144-58.9% | $4,212-40.1% |
| Admin fee / account holder | $1,464 | $7,382-80.2% | $7,654-80.9% | $7,344-80.1% |