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 | $16,411 | $167,484-90.2% | $151,611-89.2% | $134,475-87.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -17.14% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,522 | $6,829-77.7% | $6,166-75.3% | $4,740-67.9% |
| Participant deferral / active EE | $508 | $8,986-94.4% | $8,363-93.9% | $6,400-92.1% |
| Admin fee / account holder | $766 | $13,783-94.4% | $11,616-93.4% | $11,426-93.3% |