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 | $10,013 | $43,327-76.9% | $59,878-83.3% | $64,186-84.4% |
| Participation rate | 93.9% | 69.2%+24.8pp | 74.7%+19.2pp | 69.6%+24.4pp |
| Annual return | -2.95% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $492 | $2,028-75.7% | $2,722-81.9% | $2,381-79.3% |
| Participant deferral / active EE | $670 | $2,546-73.7% | $3,402-80.3% | $3,470-80.7% |
| Admin fee / account holder | $3,813 | $3,005+26.9% | $3,590+6.2% | $4,888-22.0% |