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 | $13,458 | $64,707-79.2% | $112,228-88.0% | $68,494-80.4% |
| Participation rate | 92.0% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.1pp |
| Annual return | -14.01% | -11.40%-2.6pp | 27.45%-41.5pp | -7.84%-6.2pp |
| Employer contribution / active EE | $3,066 | $2,746+11.7% | $3,635-15.6% | $2,596+18.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $825 | $5,232-84.2% | $6,410-87.1% | $5,403-84.7% |