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 | $6,580 | $73,867-91.1% | $143,757-95.4% | $68,494-90.4% |
| Participation rate | 94.6% | 66.7%+28.0pp | 80.3%+14.3pp | 67.9%+26.8pp |
| Annual return | -14.70% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,577 | $3,184-50.5% | $4,951-68.1% | $2,596-39.2% |
| Participant deferral / active EE | $210 | $3,384-93.8% | $5,637-96.3% | $4,027-94.8% |
| Admin fee / account holder | $374 | $5,755-93.5% | $14,673-97.5% | $5,403-93.1% |