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 9-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 | $12,007 | $62,586-80.8% | $76,768-84.4% | $64,186-81.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 77.0%+18.6pp | 69.6%+26.0pp |
| Annual return | -3.02% | -1.95%-1.1pp | 2.43%-5.4pp | 7.63%-10.7pp |
| Employer contribution / active EE | $724 | $1,832-60.5% | $2,485-70.9% | $2,381-69.6% |
| Participant deferral / active EE | $595 | $3,145-81.1% | $3,852-84.5% | $3,470-82.8% |
| Admin fee / account holder | $5,148 | $4,667+10.3% | $6,675-22.9% | $4,888+5.3% |