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 | $13,675 | $72,404-81.1% | $110,238-87.6% | $64,186-78.7% |
| Participation rate | 87.9% | 73.3%+14.5pp | 79.8%+8.1pp | 69.6%+18.3pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $777 | $2,282-65.9% | $3,826-79.7% | $2,381-67.4% |
| Participant deferral / active EE | $212 | $3,469-93.9% | $4,672-95.5% | $3,470-93.9% |
| Admin fee / account holder | $963 | $5,664-83.0% | $8,547-88.7% | $4,888-80.3% |