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 | $32,310 | $110,094-70.7% | $151,611-78.7% | $68,494-52.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -17.52% | -10.12%-7.4pp | 3.33%-20.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,628 | $4,471-63.6% | $6,166-73.6% | $2,596-37.3% |
| Participant deferral / active EE | $1,561 | $6,527-76.1% | $8,363-81.3% | $4,027-61.2% |
| Admin fee / account holder | $3,434 | $7,719-55.5% | $11,616-70.4% | $5,403-36.4% |