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 6-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 | $8,976 | $54,229-83.4% | $70,092-87.2% | $68,494-86.9% |
| Participation rate | 92.0% | 64.5%+27.5pp | 70.5%+21.5pp | 67.9%+24.1pp |
| Annual return | -18.00% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,873 | $2,956+200.2% | $3,849+130.5% | $4,027+120.3% |
| Admin fee / account holder | $4,769 | $4,694+1.6% | $6,267-23.9% | $5,403-11.7% |