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 | $18,336 | $71,883-74.5% | $86,677-78.8% | $68,494-73.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.60% | 3.52%-18.1pp | 35.91%-50.5pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,566 | $2,173-27.9% | $2,836-44.8% | $2,596-39.7% |
| Participant deferral / active EE | $1,186 | $3,779-68.6% | $4,656-74.5% | $4,027-70.6% |
| Admin fee / account holder | $1,165 | $6,112-80.9% | $7,493-84.5% | $5,403-78.4% |