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 | $6,379 | $85,790-92.6% | $67,313-90.5% | $135,375-95.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | -8.91% | -0.54%-8.4pp | -4.08%-4.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $26 | $3,487-99.3% | $2,566-99.0% | $4,779-99.5% |
| Participant deferral / active EE | $1,468 | $4,651-68.4% | $3,568-58.9% | $5,609-73.8% |
| Admin fee / account holder | $634 | $6,392-90.1% | $4,507-85.9% | $10,827-94.1% |