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 | $20,962 | $167,484-87.5% | $151,611-86.2% | $134,475-84.4% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -13.88% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,977 | $6,829-27.1% | $6,166-19.3% | $4,740+5.0% |
| Participant deferral / active EE | $2,778 | $8,986-69.1% | $8,363-66.8% | $6,400-56.6% |
| Admin fee / account holder | $2,546 | $13,783-81.5% | $11,616-78.1% | $11,426-77.7% |