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 9-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 | $17,761 | $127,100-86.0% | $105,738-83.2% | $135,375-86.9% |
| Participation rate | 72.7% | 82.7%-10.0pp | 76.3%-3.6pp | 82.6%-9.9pp |
| Annual return | -0.21% | 4.49%-4.7pp | 6.27%-6.5pp | 519.73%-519.9pp |
| Employer contribution / active EE | $3,286 | $4,107-20.0% | $3,268+0.5% | $4,779-31.2% |
| Participant deferral / active EE | $1,095 | $5,064-78.4% | $4,080-73.2% | $5,609-80.5% |
| Admin fee / account holder | $494 | $9,087-94.6% | $6,913-92.9% | $10,827-95.4% |