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 | $21,183 | $167,484-87.4% | $151,611-86.0% | $134,475-84.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -13.67% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,921 | $6,829-71.9% | $6,166-68.8% | $4,740-59.5% |
| Participant deferral / active EE | $3,198 | $8,986-64.4% | $8,363-61.8% | $6,400-50.0% |
| Admin fee / account holder | $7,394 | $13,783-46.4% | $11,616-36.3% | $11,426-35.3% |