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 | $23,414 | $167,484-86.0% | $151,611-84.6% | $134,475-82.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -12.61% | 7.80%-20.4pp | 3.33%-15.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,036 | $6,829-70.2% | $6,166-67.0% | $4,740-57.0% |
| Participant deferral / active EE | $1,049 | $8,986-88.3% | $8,363-87.5% | $6,400-83.6% |
| Admin fee / account holder | $676 | $13,783-95.1% | $11,616-94.2% | $11,426-94.1% |