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 | $16,719 | $61,660-72.9% | $80,019-79.1% | $64,186-74.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.76% | -0.33%-0.4pp | 11.22%-12.0pp | 7.63%-8.4pp |
| Employer contribution / active EE | $443 | $1,810-75.5% | $2,468-82.0% | $2,381-81.4% |
| Participant deferral / active EE | $1,263 | $2,968-57.4% | $3,686-65.7% | $3,470-63.6% |
| Admin fee / account holder | $3,190 | $5,417-41.1% | $6,521-51.1% | $4,888-34.7% |