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 | $5,132 | $62,586-91.8% | $76,768-93.3% | $64,186-92.0% |
| Participation rate | 70.9% | 72.8%-1.9pp | 77.0%-6.1pp | 69.6%+1.3pp |
| Annual return | -4.50% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $566 | $1,832-69.1% | $2,485-77.2% | $2,381-76.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,787 | $4,667-61.7% | $6,675-73.2% | $4,888-63.4% |