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 | $10,824 | $71,883-84.9% | $86,677-87.5% | $68,494-84.2% |
| Participation rate | 83.7% | 72.2%+11.5pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -17.32% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,293 | $2,173-40.5% | $2,836-54.4% | $2,596-50.2% |
| Participant deferral / active EE | $1,722 | $3,779-54.4% | $4,656-63.0% | $4,027-57.2% |
| Admin fee / account holder | $1,290 | $6,112-78.9% | $7,493-82.8% | $5,403-76.1% |