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 3-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 | $6,071 | $289,147-97.9% | $129,129-95.3% | $289,147-97.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.0%+20.0pp | 80.8%+19.2pp |
| Annual return | 22.34% | 12.61%+9.7pp | 10.01%+12.3pp | 12.61%+9.7pp |
| Employer contribution / active EE | $0 | $13,617-100.0% | $2,123-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $2,878 | $5,372-46.4% | $5,857-50.9% | $5,372-46.4% |
| Admin fee / account holder | $1,115 | $23,026-95.2% | $3,024-63.1% | $23,026-95.2% |