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 | $18,864 | $72,388-73.9% | $111,392-83.1% | $64,186-70.6% |
| Participation rate | 92.3% | 70.5%+21.8pp | 78.9%+13.4pp | 69.6%+22.7pp |
| Annual return | -4.53% | -1.50%-3.0pp | -2.06%-2.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,006 | $3,000-66.5% | $4,328-76.8% | $2,381-57.7% |
| Participant deferral / active EE | $438 | $4,241-89.7% | $5,567-92.1% | $3,470-87.4% |
| Admin fee / account holder | $531 | $5,719-90.7% | $12,266-95.7% | $4,888-89.1% |