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 | $20,306 | $81,900-75.2% | $119,609-83.0% | $68,494-70.4% |
| Participation rate | 97.7% | 71.9%+25.8pp | 79.3%+18.4pp | 67.9%+29.8pp |
| Annual return | -5.95% | -23.82%+17.9pp | -14.97%+9.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $2,326 | $2,693-13.7% | $4,232-45.0% | $2,596-10.4% |
| Participant deferral / active EE | $1,203 | $4,148-71.0% | $5,602-78.5% | $4,027-70.1% |
| Admin fee / account holder | $27,214 | $6,582+313.5% | $10,323+163.6% | $5,403+403.7% |