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 | $7,732 | $57,354-86.5% | $83,848-90.8% | $64,186-88.0% |
| Participation rate | 92.5% | 68.6%+23.8pp | 76.1%+16.3pp | 69.6%+22.9pp |
| Annual return | -6.12% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,458 | $2,545-3.4% | $3,631-32.3% | $2,381+3.3% |
| Participant deferral / active EE | $15 | $2,993-99.5% | $4,082-99.6% | $3,470-99.6% |
| Admin fee / account holder | $2,273 | $4,046-43.8% | $5,478-58.5% | $4,888-53.5% |