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 | $10,823 | $87,540-87.6% | $75,781-85.7% | $125,391-91.4% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | -2.40% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $794 | $4,229-81.2% | $3,651-78.3% | $5,352-85.2% |
| Admin fee / account holder | $3,509 | $6,502-46.0% | $5,299-33.8% | $9,540-63.2% |