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 | $18,029 | $62,586-71.2% | $76,768-76.5% | $64,186-71.9% |
| Participation rate | 97.1% | 72.8%+24.3pp | 77.0%+20.2pp | 69.6%+27.6pp |
| Annual return | -6.86% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,960 | $1,832+7.0% | $2,485-21.1% | $2,381-17.7% |
| Participant deferral / active EE | $1,269 | $3,145-59.6% | $3,852-67.1% | $3,470-63.4% |
| Admin fee / account holder | $2,249 | $4,667-51.8% | $6,675-66.3% | $4,888-54.0% |