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 | $13,461 | $73,004-81.6% | $90,749-85.2% | $68,494-80.3% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $630 | $2,193-71.3% | $2,921-78.4% | $2,596-75.8% |
| Participant deferral / active EE | $317 | $3,627-91.3% | $4,564-93.1% | $4,027-92.1% |
| Admin fee / account holder | $1,480 | $5,896-74.9% | $8,445-82.5% | $5,403-72.6% |