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 9-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 | $9,218 | $46,674-80.2% | $117,472-92.2% | $68,494-86.5% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.72% | -14.52%-3.2pp | 29.74%-47.5pp | -7.84%-9.9pp |
| Employer contribution / active EE | $185 | $1,505-87.7% | $4,176-95.6% | $2,596-92.9% |
| Participant deferral / active EE | $2,310 | $2,636-12.4% | $4,070-43.2% | $4,027-42.6% |
| Admin fee / account holder | $3,106 | $4,020-22.7% | $5,645-45.0% | $5,403-42.5% |