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 | $6,585 | $62,586-89.5% | $76,768-91.4% | $64,186-89.7% |
| Participation rate | 82.9% | 72.8%+10.1pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | -5.59% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $577 | $1,832-68.5% | $2,485-76.8% | $2,381-75.8% |
| Participant deferral / active EE | $355 | $3,145-88.7% | $3,852-90.8% | $3,470-89.8% |
| Admin fee / account holder | $393 | $4,667-91.6% | $6,675-94.1% | $4,888-92.0% |