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 | $13,462 | $64,707-79.2% | $112,228-88.0% | $68,494-80.3% |
| Participation rate | 96.2% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.3pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $956 | $2,746-65.2% | $3,635-73.7% | $2,596-63.2% |
| Participant deferral / active EE | $728 | $3,565-79.6% | $4,728-84.6% | $4,027-81.9% |
| Admin fee / account holder | $2,723 | $5,232-48.0% | $6,410-57.5% | $5,403-49.6% |