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 | $11,062 | $49,280-77.6% | $67,313-83.6% | $64,186-82.8% |
| Participation rate | 86.5% | 60.8%+25.8pp | 69.1%+17.5pp | 69.6%+17.0pp |
| Annual return | -3.07% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $852 | $1,668-48.9% | $2,566-66.8% | $2,381-64.2% |
| Participant deferral / active EE | $669 | $2,484-73.1% | $3,568-81.3% | $3,470-80.7% |
| Admin fee / account holder | $6,361 | $3,863+64.7% | $4,507+41.1% | $4,888+30.1% |