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 4-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 | $10,160 | $102,605-90.1% | $145,661-93.0% | $84,808-88.0% |
| Participation rate | 86.4% | 74.3%+12.1pp | 77.2%+9.1pp | 68.3%+18.1pp |
| Annual return | 17.74% | 26.50%-8.8pp | 101.46%-83.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,202 | $5,750-9.5% | $7,198-27.7% | $4,212+23.5% |
| Admin fee / account holder | $3,493 | $8,758-60.1% | $12,466-72.0% | $7,344-52.4% |