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 | $9,704 | $43,327-77.6% | $59,878-83.8% | $64,186-84.9% |
| Participation rate | 78.7% | 69.2%+9.6pp | 74.7%+4.0pp | 69.6%+9.2pp |
| Annual return | -2.95% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $398 | $2,028-80.4% | $2,722-85.4% | $2,381-83.3% |
| Participant deferral / active EE | $592 | $2,546-76.8% | $3,402-82.6% | $3,470-83.0% |
| Admin fee / account holder | $2,493 | $3,005-17.0% | $3,590-30.6% | $4,888-49.0% |