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 | $21,696 | $91,538-76.3% | $129,995-83.3% | $75,163-71.1% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.5pp | 67.2%+10.8pp |
| Annual return | 16.81% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,233 | $2,845-21.5% | $4,320-48.3% | $2,670-16.4% |
| Participant deferral / active EE | $1,076 | $4,341-75.2% | $5,820-81.5% | $4,125-73.9% |
| Admin fee / account holder | $1,625 | $6,790-76.1% | $10,614-84.7% | $5,651-71.2% |