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 | $19,904 | $71,883-72.3% | $86,677-77.0% | $68,494-70.9% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -15.48% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $713 | $2,173-67.2% | $2,836-74.9% | $2,596-72.5% |
| Participant deferral / active EE | $1,620 | $3,779-57.1% | $4,656-65.2% | $4,027-59.8% |
| Admin fee / account holder | $674 | $6,112-89.0% | $7,493-91.0% | $5,403-87.5% |