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 | $30,155 | $110,094-72.6% | $151,611-80.1% | $68,494-56.0% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | -17.16% | -10.12%-7.0pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,563 | $4,471-65.0% | $6,166-74.6% | $2,596-39.8% |
| Participant deferral / active EE | $1,127 | $6,527-82.7% | $8,363-86.5% | $4,027-72.0% |
| Admin fee / account holder | $11,557 | $7,719+49.7% | $11,616-0.5% | $5,403+113.9% |