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 10-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 | $22,483 | $61,660-63.5% | $80,019-71.9% | $64,186-65.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.53% | -0.33%-0.2pp | 11.22%-11.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,392 | $1,810-23.1% | $2,468-43.6% | $2,381-41.6% |
| Participant deferral / active EE | $745 | $2,968-74.9% | $3,686-79.8% | $3,470-78.5% |
| Admin fee / account holder | $3,509 | $5,417-35.2% | $6,521-46.2% | $4,888-28.2% |