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 | $4,708 | $72,177-93.5% | $115,037-95.9% | $59,632-92.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.81% | 12.02%-11.2pp | 26.14%-25.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $4,851 | $2,841+70.8% | $4,608+5.3% | $2,203+120.3% |
| Participant deferral / active EE | $1,184 | $4,783-75.2% | $6,026-80.4% | $3,192-62.9% |
| Admin fee / account holder | $619 | $4,927-87.4% | $8,175-92.4% | $4,297-85.6% |