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 | $10,561 | $58,577-82.0% | $83,333-87.3% | $64,186-83.5% |
| Participation rate | 84.8% | 72.0%+12.8pp | 77.8%+7.1pp | 69.6%+15.3pp |
| Annual return | -8.02% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $693 | $2,098-67.0% | $3,379-79.5% | $2,381-70.9% |
| Participant deferral / active EE | $1,054 | $4,654-77.4% | $5,565-81.1% | $3,470-69.6% |
| Admin fee / account holder | $748 | $9,275-91.9% | $7,510-90.0% | $4,888-84.7% |