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 8-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 | $9,540 | $69,518-86.3% | $59,878-84.1% | $135,375-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.90% | 7.94%-10.8pp | 3.46%-6.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,081 | $3,235-4.8% | $2,722+13.2% | $4,779-35.5% |
| Participant deferral / active EE | $46 | $4,206-98.9% | $3,402-98.7% | $5,609-99.2% |
| Admin fee / account holder | $1,006 | $5,734-82.4% | $3,590-72.0% | $10,827-90.7% |