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 | $13,616 | $131,829-89.7% | $108,579-87.5% | $273,961-95.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 11.84% | -91.57%+103.4pp | -51.70%+63.5pp | 41.45%-29.6pp |
| Employer contribution / active EE | $6,231 | $4,912+26.8% | $3,758+65.8% | $4,869+28.0% |
| Participant deferral / active EE | $1,355 | $5,127-73.6% | $4,311-68.6% | $5,287-74.4% |
| Admin fee / account holder | $552 | $10,252-94.6% | $7,645-92.8% | $10,132-94.6% |