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 | $17,511 | $138,065-87.3% | $123,544-85.8% | $135,375-87.1% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -2.00% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,703 | $5,151-66.9% | $4,628-63.2% | $4,779-64.4% |
| Participant deferral / active EE | $1,736 | $6,799-74.5% | $6,426-73.0% | $5,609-69.0% |
| Admin fee / account holder | $2,750 | $10,916-74.8% | $9,284-70.4% | $10,827-74.6% |