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 | $4,659 | $75,935-93.9% | $60,547-92.3% | $125,391-96.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 68.0%+22.9pp | 83.2%+7.7pp |
| Annual return | 0.00% | -5.38%+5.4pp | 335.64%-335.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $4,155 | $3,438+20.8% | $2,419+71.7% | $4,866-14.6% |
| Participant deferral / active EE | $718 | $4,506-84.1% | $3,328-78.4% | $5,352-86.6% |
| Admin fee / account holder | $360 | $6,768-94.7% | $4,536-92.1% | $9,540-96.2% |