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 | $6,171 | $71,057-91.3% | $93,654-93.4% | $80,874-92.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.6pp |
| Employer contribution / active EE | $670 | $1,564-57.1% | $2,421-72.3% | $2,756-75.7% |
| Participant deferral / active EE | $1,029 | $4,034-74.5% | $4,413-76.7% | $4,297-76.1% |
| Admin fee / account holder | $548 | $6,944-92.1% | $8,282-93.4% | $6,935-92.1% |