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 | $14,425 | $77,813-81.5% | $123,544-88.3% | $64,186-77.5% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -4.86% | 12.48%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,200 | $3,014-60.2% | $4,628-74.1% | $2,381-49.6% |
| Participant deferral / active EE | $1,619 | $5,240-69.1% | $6,426-74.8% | $3,470-53.3% |
| Admin fee / account holder | $965 | $5,519-82.5% | $9,284-89.6% | $4,888-80.3% |