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 | $15,173 | $59,805-74.6% | $79,550-80.9% | $68,494-77.8% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -15.69% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,172 | $1,505-22.1% | $2,413-51.4% | $2,596-54.8% |
| Participant deferral / active EE | $1,154 | $3,024-61.9% | $3,985-71.1% | $4,027-71.4% |
| Admin fee / account holder | $1,406 | $4,835-70.9% | $6,832-79.4% | $5,403-74.0% |