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 | $6,495 | $58,577-88.9% | $83,333-92.2% | $64,186-89.9% |
| Participation rate | 95.5% | 72.0%+23.4pp | 77.8%+17.7pp | 69.6%+25.9pp |
| Annual return | -7.12% | 9.65%-16.8pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $701 | $2,098-66.6% | $3,379-79.3% | $2,381-70.6% |
| Participant deferral / active EE | $959 | $4,654-79.4% | $5,565-82.8% | $3,470-72.4% |
| Admin fee / account holder | $1,086 | $9,275-88.3% | $7,510-85.5% | $4,888-77.8% |