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 8-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 | $12,161 | $105,860-88.5% | $90,749-86.6% | $134,475-91.0% |
| Participation rate | 85.0% | 78.2%+6.8pp | 75.7%+9.3pp | 81.2%+3.8pp |
| Annual return | -16.21% | -11.01%-5.2pp | -12.16%-4.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $535 | $3,462-84.5% | $2,921-81.7% | $4,740-88.7% |
| Participant deferral / active EE | $2,935 | $5,216-43.7% | $4,564-35.7% | $6,400-54.1% |
| Admin fee / account holder | $953 | $13,938-93.2% | $8,445-88.7% | $11,426-91.7% |