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 7-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 | $4,810 | $138,044-96.5% | $125,339-96.2% | $134,475-96.4% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -12.15% | 750.33%-762.5pp | 572.05%-584.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $580 | $5,243-88.9% | $4,814-88.0% | $4,740-87.8% |
| Participant deferral / active EE | $3,141 | $7,799-59.7% | $7,446-57.8% | $6,400-50.9% |
| Admin fee / account holder | $7,417 | $11,571-35.9% | $10,010-25.9% | $11,426-35.1% |