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 | $29,852 | $110,094-72.9% | $151,611-80.3% | $68,494-56.4% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -14.09% | -10.12%-4.0pp | 3.33%-17.4pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,769 | $4,471-38.1% | $6,166-55.1% | $2,596+6.7% |
| Participant deferral / active EE | $541 | $6,527-91.7% | $8,363-93.5% | $4,027-86.6% |
| Admin fee / account holder | $9,169 | $7,719+18.8% | $11,616-21.1% | $5,403+69.7% |