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 4-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 | $12,167 | $59,107-79.4% | $86,436-85.9% | $68,494-82.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -14.80% | -0.23%-14.6pp | 4394.89%-4409.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,026 | $5,901-48.7% | $6,952-56.5% | $4,027-24.9% |
| Admin fee / account holder | $10,912 | $5,637+93.6% | $6,731+62.1% | $5,403+102.0% |