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 | $22,191 | $113,935-80.5% | $94,224-76.4% | $125,391-82.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.32% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $5,304 | $4,727+12.2% | $3,587+47.9% | $4,866+9.0% |
| Participant deferral / active EE | $282 | $5,179-94.6% | $4,320-93.5% | $5,352-94.7% |
| Admin fee / account holder | $435 | $8,391-94.8% | $6,269-93.1% | $9,540-95.4% |