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 | $29,431 | $110,094-73.3% | $151,611-80.6% | $68,494-57.0% |
| Participation rate | 74.4% | 84.0%-9.6pp | 87.5%-13.1pp | 67.9%+6.5pp |
| Annual return | -12.56% | -10.12%-2.4pp | 3.33%-15.9pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,210 | $6,527-66.1% | $8,363-73.6% | $4,027-45.1% |
| Admin fee / account holder | $490 | $7,719-93.7% | $11,616-95.8% | $5,403-90.9% |