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.
Participant 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 | $9,557 | $53,596-82.2% | $90,645-89.5% | $64,186-85.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -6.30% | 4.41%-10.7pp | 1.88%-8.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $438 | $1,503-70.9% | $2,532-82.7% | $2,381-81.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,387 | $3,868-64.2% | $4,994-72.2% | $4,888-71.6% |