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 | $18,219 | $61,660-70.5% | $80,019-77.2% | $64,186-71.6% |
| Participation rate | 86.7% | 71.7%+15.0pp | 75.8%+10.9pp | 69.6%+17.2pp |
| Annual return | -6.95% | -0.33%-6.6pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $933 | $1,810-48.5% | $2,468-62.2% | $2,381-60.8% |
| Participant deferral / active EE | $789 | $2,968-73.4% | $3,686-78.6% | $3,470-77.3% |
| Admin fee / account holder | $1,645 | $5,417-69.6% | $6,521-74.8% | $4,888-66.3% |