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 | $12,449 | $77,813-84.0% | $123,544-89.9% | $64,186-80.6% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -2.02% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,047 | $3,014-65.3% | $4,628-77.4% | $2,381-56.0% |
| Participant deferral / active EE | $826 | $5,240-84.2% | $6,426-87.1% | $3,470-76.2% |
| Admin fee / account holder | $593 | $5,519-89.2% | $9,284-93.6% | $4,888-87.9% |