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 | $9,067 | $167,484-94.6% | $151,611-94.0% | $134,475-93.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -3.58% | 7.80%-11.4pp | 3.33%-6.9pp | 417.96%-421.5pp |
| Employer contribution / active EE | $2,463 | $6,829-63.9% | $6,166-60.1% | $4,740-48.0% |
| Participant deferral / active EE | $816 | $8,986-90.9% | $8,363-90.2% | $6,400-87.3% |
| Admin fee / account holder | $2,468 | $13,783-82.1% | $11,616-78.7% | $11,426-78.4% |