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 | $9,155 | $64,707-85.9% | $112,228-91.8% | $68,494-86.6% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -19.40% | -11.40%-8.0pp | 27.45%-46.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,200 | $2,746-19.9% | $3,635-39.5% | $2,596-15.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,734 | $5,232-47.7% | $6,410-57.3% | $5,403-49.4% |