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 | $29,852 | $110,094-72.9% | $151,611-80.3% | $68,494-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.87% | -10.12%-1.7pp | 3.33%-15.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,502 | $4,471-66.4% | $6,166-75.6% | $2,596-42.1% |
| Participant deferral / active EE | $1,707 | $6,527-73.8% | $8,363-79.6% | $4,027-57.6% |
| Admin fee / account holder | $5,089 | $7,719-34.1% | $11,616-56.2% | $5,403-5.8% |