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 | $3,723 | $42,894-91.3% | $60,874-93.9% | $68,494-94.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -3.92% | -13.98%+10.1pp | 16.90%-20.8pp | -7.84%+3.9pp |
| Employer contribution / active EE | $628 | $1,978-68.3% | $2,701-76.8% | $2,596-75.8% |
| Participant deferral / active EE | $7 | $2,867-99.7% | $3,817-99.8% | $4,027-99.8% |
| Admin fee / account holder | $1,390 | $3,101-55.2% | $3,224-56.9% | $5,403-74.3% |