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 5-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 | $20,404 | $71,883-71.6% | $86,677-76.5% | $68,494-70.2% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | -13.75% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $664 | $2,173-69.4% | $2,836-76.6% | $2,596-74.4% |
| Participant deferral / active EE | $1,511 | $3,779-60.0% | $4,656-67.5% | $4,027-62.5% |
| Admin fee / account holder | $7,913 | $6,112+29.5% | $7,493+5.6% | $5,403+46.5% |