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 | $8,191 | $82,664-90.1% | $125,339-93.5% | $68,494-88.0% |
| Participation rate | 79.4% | 75.0%+4.4pp | 82.4%-3.0pp | 67.9%+11.5pp |
| Annual return | -16.97% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $676 | $3,381-80.0% | $4,814-86.0% | $2,596-74.0% |
| Participant deferral / active EE | $3,273 | $6,110-46.4% | $7,446-56.0% | $4,027-18.7% |
| Admin fee / account holder | $2,144 | $6,275-65.8% | $10,010-78.6% | $5,403-60.3% |