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 | $2,411 | $106,543-97.7% | $91,220-97.4% | $134,475-98.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -16.64% | 160.60%-177.2pp | 114.01%-130.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $141 | $3,331-95.8% | $2,850-95.0% | $4,740-97.0% |
| Participant deferral / active EE | $1,894 | $4,719-59.9% | $4,234-55.3% | $6,400-70.4% |
| Admin fee / account holder | $1,167 | $6,231-81.3% | $5,420-78.5% | $11,426-89.8% |