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 7-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 | $18,545 | $110,094-83.2% | $151,611-87.8% | $68,494-72.9% |
| Participation rate | 88.0% | 84.0%+4.0pp | 87.5%+0.5pp | 67.9%+20.1pp |
| Annual return | 75.43% | -10.12%+85.5pp | 3.33%+72.1pp | -7.84%+83.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,558 | $6,527+77.1% | $8,363+38.2% | $4,027+187.0% |
| Admin fee / account holder | $3,367 | $7,719-56.4% | $11,616-71.0% | $5,403-37.7% |