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 | $26,292 | $81,208-67.6% | $98,907-73.4% | $79,858-67.1% |
| Participation rate | 87.8% | 72.5%+15.3pp | 76.0%+11.8pp | 69.6%+18.2pp |
| Annual return | 14.20% | 60.99%-46.8pp | 196.43%-182.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,220 | $1,960-37.8% | $2,689-54.6% | $2,471-50.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,097 | $6,013-81.8% | $6,642-83.5% | $5,306-79.3% |