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 8-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 | $6,634 | $73,867-91.0% | $143,757-95.4% | $68,494-90.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 9.54% | 1.01%+8.5pp | -0.04%+9.6pp | -7.84%+17.4pp |
| Employer contribution / active EE | $645 | $3,184-79.7% | $4,951-87.0% | $2,596-75.1% |
| Participant deferral / active EE | $557 | $3,384-83.5% | $5,637-90.1% | $4,027-86.2% |
| Admin fee / account holder | $817 | $5,755-85.8% | $14,673-94.4% | $5,403-84.9% |