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 5-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 | $5,925 | $190,805-96.9% | $159,960-96.3% | $134,475-95.6% |
| Participation rate | 95.8% | 81.9%+13.9pp | 78.0%+17.9pp | 81.2%+14.6pp |
| Annual return | -12.84% | 552.23%-565.1pp | 408.60%-421.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,691 | $6,923-75.6% | $6,182-72.6% | $6,400-73.6% |
| Admin fee / account holder | $317 | $10,471-97.0% | $8,698-96.4% | $11,426-97.2% |