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 | $12,692 | $67,411-81.2% | $91,001-86.1% | $70,131-81.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.42% | -40.16%+55.6pp | 4.60%+10.8pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,424 | $1,786-20.3% | $2,456-42.0% | $2,342-39.2% |
| Participant deferral / active EE | $535 | $2,823-81.0% | $3,547-84.9% | $3,332-83.9% |
| Admin fee / account holder | $506 | $4,236-88.0% | $5,417-90.7% | $4,645-89.1% |