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 | $15,172 | $99,032-84.7% | $80,019-81.0% | $135,375-88.8% |
| Participation rate | 87.0% | 78.4%+8.6pp | 75.8%+11.1pp | 82.6%+4.3pp |
| Annual return | -1.69% | 15.39%-17.1pp | 11.22%-12.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,099 | $3,043-63.9% | $2,468-55.5% | $4,779-77.0% |
| Participant deferral / active EE | $778 | $4,282-81.8% | $3,686-78.9% | $5,609-86.1% |
| Admin fee / account holder | $2,488 | $10,436-76.2% | $6,521-61.8% | $10,827-77.0% |