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 6-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 | $6,199 | $71,883-91.4% | $86,677-92.8% | $68,494-90.9% |
| Participation rate | 92.5% | 72.2%+20.3pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -18.22% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $478 | $2,173-78.0% | $2,836-83.2% | $2,596-81.6% |
| Participant deferral / active EE | $2,869 | $3,779-24.1% | $4,656-38.4% | $4,027-28.8% |
| Admin fee / account holder | $820 | $6,112-86.6% | $7,493-89.1% | $5,403-84.8% |