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 6-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 | $167,484-93.7% | $151,611-93.0% | $134,475-92.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.36% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,557 | $6,829-33.3% | $6,166-26.1% | $4,740-3.9% |
| Participant deferral / active EE | $1,334 | $8,986-85.2% | $8,363-84.0% | $6,400-79.2% |
| Admin fee / account holder | $7,511 | $13,783-45.5% | $11,616-35.3% | $11,426-34.3% |