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 | $17,664 | $50,958-65.3% | $74,550-76.3% | $64,186-72.5% |
| Participation rate | 83.6% | 61.1%+22.5pp | 69.1%+14.5pp | 69.6%+14.0pp |
| Annual return | -2.49% | -1.86%-0.6pp | 32.53%-35.0pp | 7.63%-10.1pp |
| Employer contribution / active EE | $266 | $1,115-76.2% | $1,961-86.4% | $2,381-88.8% |
| Participant deferral / active EE | $966 | $2,301-58.0% | $3,108-68.9% | $3,470-72.2% |
| Admin fee / account holder | $3,018 | $4,223-28.5% | $5,060-40.4% | $4,888-38.3% |