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 | $5,963 | $142,344-95.8% | $119,609-95.0% | $134,475-95.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -12.58% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $976 | $5,222-81.3% | $4,232-76.9% | $4,740-79.4% |
| Participant deferral / active EE | $2,357 | $6,469-63.6% | $5,602-57.9% | $6,400-63.2% |
| Admin fee / account holder | $765 | $13,584-94.4% | $10,323-92.6% | $11,426-93.3% |