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 | $6,471 | $127,386-94.9% | $115,037-94.4% | $125,391-94.8% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -3.08% | 31.28%-34.4pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $564 | $5,166-89.1% | $4,608-87.8% | $4,866-88.4% |
| Participant deferral / active EE | $3,909 | $6,423-39.1% | $6,026-35.1% | $5,352-27.0% |
| Admin fee / account holder | $18,433 | $9,516+93.7% | $8,175+125.5% | $9,540+93.2% |