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 | $19,790 | $62,586-68.4% | $76,768-74.2% | $64,186-69.2% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.1pp | 69.6%+25.5pp |
| Annual return | -6.99% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $659 | $1,832-64.0% | $2,485-73.5% | $2,381-72.3% |
| Participant deferral / active EE | $826 | $3,145-73.7% | $3,852-78.6% | $3,470-76.2% |
| Admin fee / account holder | $2,378 | $4,667-49.0% | $6,675-64.4% | $4,888-51.3% |