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 9-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 | $13,489 | $99,032-86.4% | $80,019-83.1% | $135,375-90.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -6.41% | 15.39%-21.8pp | 11.22%-17.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $970 | $3,043-68.1% | $2,468-60.7% | $4,779-79.7% |
| Participant deferral / active EE | $344 | $4,282-92.0% | $3,686-90.7% | $5,609-93.9% |
| Admin fee / account holder | $1,791 | $10,436-82.8% | $6,521-72.5% | $10,827-83.5% |