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 | $7,441 | $140,588-94.7% | $123,104-94.0% | $125,391-94.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.92% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,206 | $6,041-80.0% | $5,151-76.6% | $4,866-75.2% |
| Participant deferral / active EE | $2,599 | $6,980-62.8% | $6,230-58.3% | $5,352-51.4% |
| Admin fee / account holder | $2,968 | $11,198-73.5% | $9,015-67.1% | $9,540-68.9% |