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 | $9,208 | $54,726-83.2% | $68,793-86.6% | $64,186-85.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 4.54% | -1.62%+6.2pp | -4.63%+9.2pp | 7.63%-3.1pp |
| Employer contribution / active EE | $4,131 | $1,846+123.8% | $2,625+57.4% | $2,381+73.5% |
| Participant deferral / active EE | $72 | $2,626-97.3% | $3,311-97.8% | $3,470-97.9% |
| Admin fee / account holder | $2,540 | $4,027-36.9% | $5,131-50.5% | $4,888-48.0% |