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 | $12,088 | $73,004-83.4% | $90,749-86.7% | $68,494-82.4% |
| Participation rate | 73.7% | 70.8%+2.9pp | 75.7%-2.0pp | 67.9%+5.8pp |
| Annual return | -14.80% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $622 | $2,193-71.7% | $2,921-78.7% | $2,596-76.1% |
| Participant deferral / active EE | $1,581 | $3,627-56.4% | $4,564-65.4% | $4,027-60.8% |
| Admin fee / account holder | $4,484 | $5,896-23.9% | $8,445-46.9% | $5,403-17.0% |