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 | $11,625 | $82,664-85.9% | $125,339-90.7% | $68,494-83.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $517 | $3,381-84.7% | $4,814-89.3% | $2,596-80.1% |
| Participant deferral / active EE | $3,215 | $6,110-47.4% | $7,446-56.8% | $4,027-20.2% |
| Admin fee / account holder | $4,097 | $6,275-34.7% | $10,010-59.1% | $5,403-24.2% |