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 | $16,678 | $79,633-79.1% | $93,789-82.2% | $68,494-75.7% |
| Participation rate | 75.5% | 75.4%+0.2pp | 81.0%-5.4pp | 67.9%+7.6pp |
| Annual return | -12.17% | -0.10%-12.1pp | -11.33%-0.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,133 | $5,158-78.0% | $6,094-81.4% | $4,027-71.9% |
| Admin fee / account holder | $734 | $6,871-89.3% | $7,195-89.8% | $5,403-86.4% |