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 4-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 | $5,683 | $71,883-92.1% | $86,677-93.4% | $68,494-91.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -1.91% | 3.52%-5.4pp | 35.91%-37.8pp | -7.84%+5.9pp |
| Employer contribution / active EE | $1,186 | $2,173-45.4% | $2,836-58.2% | $2,596-54.3% |
| Participant deferral / active EE | $924 | $3,779-75.6% | $4,656-80.2% | $4,027-77.1% |
| Admin fee / account holder | $643 | $6,112-89.5% | $7,493-91.4% | $5,403-88.1% |