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 | $23,753 | $81,900-71.0% | $119,609-80.1% | $68,494-65.3% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.3pp | 67.9%+29.7pp |
| Annual return | -13.86% | -23.82%+10.0pp | -14.97%+1.1pp | -7.84%-6.0pp |
| Employer contribution / active EE | $895 | $2,693-66.8% | $4,232-78.9% | $2,596-65.5% |
| Participant deferral / active EE | $519 | $4,148-87.5% | $5,602-90.7% | $4,027-87.1% |
| Admin fee / account holder | $572 | $6,582-91.3% | $10,323-94.5% | $5,403-89.4% |