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 | $11,014 | $61,660-82.1% | $80,019-86.2% | $64,186-82.8% |
| Participation rate | 98.8% | 71.7%+27.1pp | 75.8%+22.9pp | 69.6%+29.2pp |
| Annual return | -6.59% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,080 | $1,810+14.9% | $2,468-15.7% | $2,381-12.7% |
| Participant deferral / active EE | $783 | $2,968-73.6% | $3,686-78.7% | $3,470-77.4% |
| Admin fee / account holder | $785 | $5,417-85.5% | $6,521-88.0% | $4,888-83.9% |