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 | $5,904 | $57,354-89.7% | $83,848-93.0% | $64,186-90.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.93% | 11.38%-10.5pp | 850.88%-849.9pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,937 | $2,545-23.9% | $3,631-46.6% | $2,381-18.6% |
| Participant deferral / active EE | $329 | $2,993-89.0% | $4,082-92.0% | $3,470-90.5% |
| Admin fee / account holder | $919 | $4,046-77.3% | $5,478-83.2% | $4,888-81.2% |