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 | $19,164 | $81,900-76.6% | $119,609-84.0% | $68,494-72.0% |
| Participation rate | 72.7% | 71.9%+0.8pp | 79.3%-6.5pp | 67.9%+4.8pp |
| Annual return | -16.06% | -23.82%+7.8pp | -14.97%-1.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,132 | $2,693-58.0% | $4,232-73.2% | $2,596-56.4% |
| Participant deferral / active EE | $622 | $4,148-85.0% | $5,602-88.9% | $4,027-84.5% |
| Admin fee / account holder | $31,986 | $6,582+386.0% | $10,323+209.8% | $5,403+492.0% |