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 | $10,382 | $56,357-81.6% | $104,294-90.0% | $68,494-84.8% |
| Participation rate | 88.9% | 63.3%+25.6pp | 73.3%+15.6pp | 67.9%+21.0pp |
| Annual return | -13.96% | -9.19%-4.8pp | 24.61%-38.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $424 | $1,960-78.4% | $3,372-87.4% | $2,596-83.7% |
| Participant deferral / active EE | $2,194 | $3,077-28.7% | $4,625-52.6% | $4,027-45.5% |
| Admin fee / account holder | $2,787 | $4,903-43.2% | $7,339-62.0% | $5,403-48.4% |