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 8-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 | $20,586 | $71,883-71.4% | $86,677-76.2% | $68,494-69.9% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.91% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,334 | $2,173-38.6% | $2,836-53.0% | $2,596-48.6% |
| Participant deferral / active EE | $1,296 | $3,779-65.7% | $4,656-72.2% | $4,027-67.8% |
| Admin fee / account holder | $3,310 | $6,112-45.8% | $7,493-55.8% | $5,403-38.7% |