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 | $3,734 | $76,000-95.1% | $154,107-97.6% | $64,186-94.2% |
| Participation rate | 71.9% | 70.4%+1.5pp | 83.0%-11.2pp | 69.6%+2.3pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $143 | $3,351-95.7% | $5,298-97.3% | $2,381-94.0% |
| Participant deferral / active EE | $1,130 | $3,175-64.4% | $5,081-77.7% | $3,470-67.4% |
| Admin fee / account holder | $1,684 | $5,596-69.9% | $13,411-87.4% | $4,888-65.5% |