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 | $9,036 | $42,894-78.9% | $60,874-85.2% | $68,494-86.8% |
| Participation rate | 93.3% | 66.8%+26.5pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -17.02% | -13.98%-3.0pp | 16.90%-33.9pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,536 | $1,978-22.3% | $2,701-43.1% | $2,596-40.8% |
| Participant deferral / active EE | $446 | $2,867-84.5% | $3,817-88.3% | $4,027-88.9% |
| Admin fee / account holder | $1,056 | $3,101-65.9% | $3,224-67.2% | $5,403-80.5% |