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 | $3,839 | $78,520-95.1% | $96,576-96.0% | $82,448-95.3% |
| Participation rate | 75.0% | 77.7%-2.7pp | 81.4%-6.4pp | 68.1%+6.9pp |
| Annual return | 44.59% | 41.30%+3.3pp | 38.47%+6.1pp | 41.64%+3.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,472 | $6,754-48.6% | $7,956-56.4% | $4,139-16.1% |
| Admin fee / account holder | $1,231 | $13,455-90.8% | $11,381-89.2% | $7,234-83.0% |