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 | $22,366 | $71,883-68.9% | $86,677-74.2% | $68,494-67.3% |
| Participation rate | 78.7% | 72.2%+6.5pp | 76.6%+2.1pp | 67.9%+10.8pp |
| Annual return | -9.76% | 3.52%-13.3pp | 35.91%-45.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,088 | $3,779-71.2% | $4,656-76.6% | $4,027-73.0% |
| Admin fee / account holder | $726 | $6,112-88.1% | $7,493-90.3% | $5,403-86.6% |