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 5-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 | $7,604 | $93,170-91.8% | $100,534-92.4% | $84,808-91.0% |
| Participation rate | 76.2% | 75.8%+0.3pp | 80.6%-4.4pp | 68.3%+7.9pp |
| Annual return | 17.47% | 47.13%-29.7pp | 32.66%-15.2pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $3,985-100.0% | $4,346-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,839 | $5,699-50.2% | $6,144-53.8% | $4,212-32.6% |
| Admin fee / account holder | $1,055 | $7,382-85.7% | $7,654-86.2% | $7,344-85.6% |