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 | $7,572 | $142,344-94.7% | $119,609-93.7% | $134,475-94.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -11.72% | -12.44%+0.7pp | -14.97%+3.2pp | 417.96%-429.7pp |
| Employer contribution / active EE | $25 | $5,222-99.5% | $4,232-99.4% | $4,740-99.5% |
| Participant deferral / active EE | $8,709 | $6,469+34.6% | $5,602+55.5% | $6,400+36.1% |
| Admin fee / account holder | $4,132 | $13,584-69.6% | $10,323-60.0% | $11,426-63.8% |