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 | $6,188 | $82,664-92.5% | $125,339-95.1% | $68,494-91.0% |
| Participation rate | 88.6% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | 40.57% | -5.97%+46.5pp | 572.05%-531.5pp | -7.84%+48.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,013 | $6,110-50.7% | $7,446-59.5% | $4,027-25.2% |
| Admin fee / account holder | $319 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |