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 | $15,625 | $131,829-88.1% | $108,579-85.6% | $273,961-94.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,140 | $4,912-76.8% | $3,758-69.7% | $4,869-76.6% |
| Participant deferral / active EE | $1,076 | $5,127-79.0% | $4,311-75.0% | $5,287-79.6% |
| Admin fee / account holder | $915 | $10,252-91.1% | $7,645-88.0% | $10,132-91.0% |