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 | $5,222 | $50,958-89.8% | $74,550-93.0% | $64,186-91.9% |
| Participation rate | 97.1% | 61.1%+36.1pp | 69.1%+28.0pp | 69.6%+27.6pp |
| Annual return | -3.88% | -1.86%-2.0pp | 32.53%-36.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,636 | $2,301+58.0% | $3,108+17.0% | $3,470+4.8% |
| Admin fee / account holder | $3,395 | $4,223-19.6% | $5,060-32.9% | $4,888-30.5% |