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 | $5,822 | $49,177-88.2% | $79,464-92.7% | $64,186-90.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.46% | -1.16%+8.6pp | 718.14%-710.7pp | 7.63%-0.2pp |
| Employer contribution / active EE | $1,428 | $2,076-31.2% | $2,800-49.0% | $2,381-40.0% |
| Participant deferral / active EE | $511 | $2,821-81.9% | $3,704-86.2% | $3,470-85.3% |
| Admin fee / account holder | $560 | $3,839-85.4% | $5,113-89.1% | $4,888-88.6% |