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 | $8,978 | $40,256-77.7% | $57,343-84.3% | $59,632-84.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.07% | 27.49%-28.6pp | 24.39%-25.5pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $529 | $1,922-72.4% | $2,689-80.3% | $2,203-76.0% |
| Participant deferral / active EE | $59 | $2,399-97.5% | $3,162-98.1% | $3,192-98.2% |
| Admin fee / account holder | $530 | $2,818-81.2% | $3,356-84.2% | $4,297-87.7% |