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 6-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 | $1,674 | $69,207-97.6% | $64,056-97.4% | $139,434-98.8% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.7pp |
| Annual return | 15.52% | 45.88%-30.4pp | 33.69%-18.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $966 | $4,682-79.4% | $3,880-75.1% | $6,710-85.6% |
| Admin fee / account holder | $712 | $4,244-83.2% | $3,068-76.8% | $11,403-93.8% |