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 | $6,648 | $168,632-96.1% | $147,614-95.5% | $125,391-94.7% |
| Participation rate | 71.4% | 88.8%-17.3pp | 84.6%-13.2pp | 83.2%-11.8pp |
| Annual return | -2.30% | 77.65%-79.9pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $786 | $6,252-87.4% | $5,564-85.9% | $4,866-83.8% |
| Participant deferral / active EE | $2,040 | $5,507-63.0% | $4,895-58.3% | $5,352-61.9% |
| Admin fee / account holder | $3,941 | $13,580-71.0% | $11,611-66.1% | $9,540-58.7% |