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 | $7,265 | $97,744-92.6% | $103,476-93.0% | $145,922-95.0% |
| Participation rate | 85.0% | 81.1%+3.9pp | 80.5%+4.5pp | 80.3%+4.7pp |
| Annual return | 17.12% | 25.41%-8.3pp | 23.90%-6.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,095 | $6,603-53.1% | $6,623-53.3% | $6,688-53.7% |
| Admin fee / account holder | $702 | $12,515-94.4% | $9,413-92.5% | $13,397-94.8% |