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 | $21,572 | $270,507-92.0% | $33,705-36.0% | $270,507-92.0% |
| Participation rate | 94.7% | 93.5%+1.3pp | 91.5%+3.2pp | 93.5%+1.3pp |
| Annual return | -3.23% | -4.71%+1.5pp | -1.51%-1.7pp | -4.71%+1.5pp |
| Employer contribution / active EE | $1,069 | $25,782-95.9% | $3,198-66.6% | $25,782-95.9% |
| Participant deferral / active EE | $1,925 | $5,950-67.6% | $2,369-18.7% | $5,950-67.6% |
| Admin fee / account holder | $2,036 | $10,647-80.9% | $728+179.7% | $10,647-80.9% |