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 | $5,978 | $69,977-91.5% | $108,579-94.5% | $62,891-90.5% |
| Participation rate | 70.4% | 72.9%-2.5pp | 79.6%-9.2pp | 69.3%+1.1pp |
| Annual return | 6.27% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $588 | $2,135-72.4% | $3,758-84.3% | $2,281-74.2% |
| Participant deferral / active EE | $824 | $3,165-74.0% | $4,311-80.9% | $3,203-74.3% |
| Admin fee / account holder | $1,399 | $5,076-72.4% | $7,645-81.7% | $4,296-67.4% |