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 | $11,457 | $64,707-82.3% | $112,228-89.8% | $68,494-83.3% |
| Participation rate | 75.7% | 67.2%+8.5pp | 75.1%+0.6pp | 67.9%+7.8pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $977 | $2,746-64.4% | $3,635-73.1% | $2,596-62.4% |
| Participant deferral / active EE | $893 | $3,565-75.0% | $4,728-81.1% | $4,027-77.8% |
| Admin fee / account holder | $1,099 | $5,232-79.0% | $6,410-82.9% | $5,403-79.7% |