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 | $17,593 | $71,883-75.5% | $86,677-79.7% | $68,494-74.3% |
| Participation rate | 94.6% | 72.2%+22.4pp | 76.6%+18.1pp | 67.9%+26.8pp |
| Annual return | -12.39% | 3.52%-15.9pp | 35.91%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,711 | $2,173-21.2% | $2,836-39.7% | $2,596-34.1% |
| Participant deferral / active EE | $1,020 | $3,779-73.0% | $4,656-78.1% | $4,027-74.7% |
| Admin fee / account holder | $5,144 | $6,112-15.8% | $7,493-31.4% | $5,403-4.8% |