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 | $20,273 | $72,404-72.0% | $110,238-81.6% | $64,186-68.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,481 | $2,282+8.7% | $3,826-35.2% | $2,381+4.2% |
| Participant deferral / active EE | $1,234 | $3,469-64.4% | $4,672-73.6% | $3,470-64.4% |
| Admin fee / account holder | $3,099 | $5,664-45.3% | $8,547-63.7% | $4,888-36.6% |