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 8-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 | $7,519 | $62,586-88.0% | $76,768-90.2% | $64,186-88.3% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -5.23% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $688 | $1,832-62.4% | $2,485-72.3% | $2,381-71.1% |
| Participant deferral / active EE | $849 | $3,145-73.0% | $3,852-78.0% | $3,470-75.5% |
| Admin fee / account holder | $487 | $4,667-89.6% | $6,675-92.7% | $4,888-90.0% |