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 | $22,371 | $94,529-76.3% | $140,016-84.0% | $64,186-65.1% |
| Participation rate | 98.1% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -7.09% | 7.77%-14.9pp | 651.12%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,768 | $3,812-53.6% | $5,606-68.5% | $2,381-25.8% |
| Participant deferral / active EE | $2,328 | $5,250-55.7% | $6,927-66.4% | $3,470-32.9% |
| Admin fee / account holder | $1,311 | $6,741-80.5% | $10,705-87.7% | $4,888-73.2% |