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 | $13,621 | $72,177-81.1% | $115,037-88.2% | $59,632-77.2% |
| Participation rate | 82.5% | 72.6%+9.9pp | 81.4%+1.1pp | 68.7%+13.8pp |
| Annual return | -2.35% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,449 | $4,783+34.8% | $6,026+7.0% | $3,192+102.1% |
| Admin fee / account holder | $3,091 | $4,927-37.3% | $8,175-62.2% | $4,297-28.1% |