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 | $15,784 | $79,633-80.2% | $93,789-83.2% | $68,494-77.0% |
| Participation rate | 93.1% | 75.4%+17.7pp | 81.0%+12.2pp | 67.9%+25.2pp |
| Annual return | -14.04% | -0.10%-13.9pp | -11.33%-2.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,147 | $3,665-68.7% | $4,323-73.5% | $2,596-55.8% |
| Participant deferral / active EE | $0 | $5,158-100.0% | $6,094-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,634 | $6,871-61.7% | $7,195-63.4% | $5,403-51.3% |