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 | $7,817 | $71,883-89.1% | $86,677-91.0% | $68,494-88.6% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -18.52% | 3.52%-22.0pp | 35.91%-54.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,282 | $2,173-41.0% | $2,836-54.8% | $2,596-50.6% |
| Participant deferral / active EE | $1,689 | $3,779-55.3% | $4,656-63.7% | $4,027-58.1% |
| Admin fee / account holder | $1,904 | $6,112-68.8% | $7,493-74.6% | $5,403-64.8% |