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 | $18,575 | $90,590-79.5% | $90,782-79.5% | $135,375-86.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.84% | -3.40%-4.4pp | -3.42%-4.4pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,487 | $4,352-65.8% | $4,105-63.8% | $4,779-68.9% |
| Participant deferral / active EE | $969 | $5,407-82.1% | $5,366-81.9% | $5,609-82.7% |
| Admin fee / account holder | $331 | $7,683-95.7% | $5,908-94.4% | $10,827-96.9% |