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 | $10,079 | $138,065-92.7% | $123,544-91.8% | $135,375-92.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -2.60% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $125 | $5,151-97.6% | $4,628-97.3% | $4,779-97.4% |
| Participant deferral / active EE | $4,155 | $6,799-38.9% | $6,426-35.3% | $5,609-25.9% |
| Admin fee / account holder | $7,713 | $10,916-29.3% | $9,284-16.9% | $10,827-28.8% |