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 | $7,903 | $129,942-93.9% | $104,294-92.4% | $134,475-94.1% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -10.57% | 42.03%-52.6pp | 24.61%-35.2pp | 417.96%-428.5pp |
| Employer contribution / active EE | $961 | $4,184-77.0% | $3,372-71.5% | $4,740-79.7% |
| Participant deferral / active EE | $1,016 | $5,588-81.8% | $4,625-78.0% | $6,400-84.1% |
| Admin fee / account holder | $7,391 | $9,323-20.7% | $7,339+0.7% | $11,426-35.3% |