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 | $19,115 | $140,588-86.4% | $123,104-84.5% | $125,391-84.8% |
| Participation rate | 86.7% | 88.2%-1.5pp | 86.8%-0.1pp | 83.2%+3.5pp |
| Annual return | -0.80% | 16.80%-17.6pp | 13.22%-14.0pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,401 | $6,041-76.8% | $5,151-72.8% | $4,866-71.2% |
| Participant deferral / active EE | $1,634 | $6,980-76.6% | $6,230-73.8% | $5,352-69.5% |
| Admin fee / account holder | $8,626 | $11,198-23.0% | $9,015-4.3% | $9,540-9.6% |