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 | $22,333 | $71,883-68.9% | $86,677-74.2% | $68,494-67.4% |
| Participation rate | 90.2% | 72.2%+18.0pp | 76.6%+13.6pp | 67.9%+22.3pp |
| Annual return | -17.96% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $782 | $2,173-64.0% | $2,836-72.4% | $2,596-69.9% |
| Participant deferral / active EE | $1,068 | $3,779-71.7% | $4,656-77.1% | $4,027-73.5% |
| Admin fee / account holder | $6,220 | $6,112+1.8% | $7,493-17.0% | $5,403+15.1% |