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 7-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 | $6,530 | $42,894-84.8% | $60,874-89.3% | $68,494-90.5% |
| Participation rate | 78.3% | 66.8%+11.5pp | 73.1%+5.2pp | 67.9%+10.4pp |
| Annual return | -18.06% | -13.98%-4.1pp | 16.90%-35.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,932 | $1,978-2.4% | $2,701-28.5% | $2,596-25.6% |
| Participant deferral / active EE | $496 | $2,867-82.7% | $3,817-87.0% | $4,027-87.7% |
| Admin fee / account holder | $1,030 | $3,101-66.8% | $3,224-68.1% | $5,403-80.9% |