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 | $55,959 | $150,431-62.8% | $131,982-57.6% | $357,791-84.4% |
| Participation rate | 85.7% | 86.5%-0.8pp | 86.8%-1.1pp | 85.6%+0.1pp |
| Annual return | 3.59% | -6.42%+10.0pp | -4.02%+7.6pp | 396.79%-393.2pp |
| Employer contribution / active EE | $3,413 | $3,938-13.3% | $3,768-9.4% | $7,508-54.5% |
| Participant deferral / active EE | $0 | $4,015-100.0% | $3,959-100.0% | $5,521-100.0% |
| Admin fee / account holder | $786 | $8,260-90.5% | $6,995-88.8% | $28,387-97.2% |