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 | $10,351 | $62,586-83.5% | $76,768-86.5% | $64,186-83.9% |
| Participation rate | 83.6% | 72.8%+10.8pp | 77.0%+6.6pp | 69.6%+14.0pp |
| Annual return | -2.47% | -1.95%-0.5pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $491 | $1,832-73.2% | $2,485-80.3% | $2,381-79.4% |
| Participant deferral / active EE | $800 | $3,145-74.6% | $3,852-79.2% | $3,470-77.0% |
| Admin fee / account holder | $982 | $4,667-79.0% | $6,675-85.3% | $4,888-79.9% |