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 | $22,395 | $61,660-63.7% | $80,019-72.0% | $64,186-65.1% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -4.61% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,858 | $1,810+113.1% | $2,468+56.3% | $2,381+62.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,148 | $5,417-60.3% | $6,521-67.1% | $4,888-56.1% |