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 | $14,103 | $71,883-80.4% | $86,677-83.7% | $68,494-79.4% |
| Participation rate | 87.2% | 72.2%+14.9pp | 76.6%+10.6pp | 67.9%+19.3pp |
| Annual return | -12.95% | 3.52%-16.5pp | 35.91%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $324 | $2,173-85.1% | $2,836-88.6% | $2,596-87.5% |
| Participant deferral / active EE | $2,368 | $3,779-37.3% | $4,656-49.1% | $4,027-41.2% |
| Admin fee / account holder | $2,609 | $6,112-57.3% | $7,493-65.2% | $5,403-51.7% |