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 | $5,677 | $50,199-88.7% | $70,092-91.9% | $66,914-91.5% |
| Participation rate | 93.1% | 66.3%+26.7pp | 70.5%+22.6pp | 69.8%+23.3pp |
| Annual return | -13.48% | -13.85%+0.4pp | 190.73%-204.2pp | 1.58%-15.1pp |
| Employer contribution / active EE | $629 | $1,864-66.3% | $2,559-75.4% | $2,544-75.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $878 | $600+46.4% | $6,267-86.0% | $593+48.0% |