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 6-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 | $5,511 | $79,633-93.1% | $93,789-94.1% | $68,494-92.0% |
| Participation rate | 71.4% | 75.4%-3.9pp | 81.0%-9.5pp | 67.9%+3.5pp |
| Annual return | -18.20% | -0.10%-18.1pp | -11.33%-6.9pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,067 | $3,665-70.9% | $4,323-75.3% | $2,596-58.9% |
| Participant deferral / active EE | $1,506 | $5,158-70.8% | $6,094-75.3% | $4,027-62.6% |
| Admin fee / account holder | $2,317 | $6,871-66.3% | $7,195-67.8% | $5,403-57.1% |