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 | $20,581 | $127,386-83.8% | $115,037-82.1% | $125,391-83.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.45% | 31.28%-32.7pp | 26.14%-27.6pp | 282.22%-283.7pp |
| Employer contribution / active EE | $848 | $5,166-83.6% | $4,608-81.6% | $4,866-82.6% |
| Participant deferral / active EE | $848 | $6,423-86.8% | $6,026-85.9% | $5,352-84.2% |
| Admin fee / account holder | $313 | $9,516-96.7% | $8,175-96.2% | $9,540-96.7% |