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 | $13,110 | $64,707-79.7% | $112,228-88.3% | $68,494-80.9% |
| Participation rate | 84.8% | 67.2%+17.7pp | 75.1%+9.8pp | 67.9%+17.0pp |
| Annual return | -15.70% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $925 | $3,565-74.1% | $4,728-80.4% | $4,027-77.0% |
| Admin fee / account holder | $2,897 | $5,232-44.6% | $6,410-54.8% | $5,403-46.4% |