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 | $10,521 | $61,660-82.9% | $80,019-86.9% | $64,186-83.6% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -6.28% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $721 | $1,810-60.2% | $2,468-70.8% | $2,381-69.7% |
| Participant deferral / active EE | $226 | $2,968-92.4% | $3,686-93.9% | $3,470-93.5% |
| Admin fee / account holder | $2,137 | $5,417-60.6% | $6,521-67.2% | $4,888-56.3% |