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 4-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 | $13,575 | $138,044-90.2% | $125,339-89.2% | $134,475-89.9% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -10.12% | 750.33%-760.4pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,062 | $7,799-60.7% | $7,446-58.9% | $6,400-52.2% |
| Admin fee / account holder | $13,294 | $11,571+14.9% | $10,010+32.8% | $11,426+16.3% |