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 | $15,206 | $94,529-83.9% | $140,016-89.1% | $64,186-76.3% |
| Participation rate | 92.0% | 84.1%+7.9pp | 87.5%+4.5pp | 69.6%+22.4pp |
| Annual return | -6.93% | 7.77%-14.7pp | 651.12%-658.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,563 | $3,812-59.0% | $5,606-72.1% | $2,381-34.3% |
| Participant deferral / active EE | $1,533 | $5,250-70.8% | $6,927-77.9% | $3,470-55.8% |
| Admin fee / account holder | $5,503 | $6,741-18.4% | $10,705-48.6% | $4,888+12.6% |