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 | $9,696 | $69,977-86.1% | $108,579-91.1% | $62,891-84.6% |
| Participation rate | 79.3% | 72.9%+6.4pp | 79.6%-0.3pp | 69.3%+10.0pp |
| Annual return | 7.71% | 10.73%-3.0pp | -51.70%+59.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,563 | $2,135-26.8% | $3,758-58.4% | $2,281-31.5% |
| Participant deferral / active EE | $1,427 | $3,165-54.9% | $4,311-66.9% | $3,203-55.5% |
| Admin fee / account holder | $731 | $5,076-85.6% | $7,645-90.4% | $4,296-83.0% |