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 6-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 | $16,200 | $78,422-79.3% | $95,952-83.1% | $79,858-79.7% |
| Participation rate | 74.1% | 73.5%+0.6pp | 77.1%-3.0pp | 69.6%+4.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,081 | $1,945-44.4% | $2,541-57.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,184 | $3,440-65.6% | $4,167-71.6% | $3,740-68.3% |
| Admin fee / account holder | $1,385 | $5,622-75.4% | $6,795-79.6% | $5,306-73.9% |