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 | $16,362 | $71,883-77.2% | $86,677-81.1% | $68,494-76.1% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.4pp |
| Annual return | -11.37% | 3.52%-14.9pp | 35.91%-47.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $954 | $2,173-56.1% | $2,836-66.4% | $2,596-63.2% |
| Participant deferral / active EE | $1,115 | $3,779-70.5% | $4,656-76.0% | $4,027-72.3% |
| Admin fee / account holder | $2,315 | $6,112-62.1% | $7,493-69.1% | $5,403-57.1% |