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 | $20,634 | $62,586-67.0% | $76,768-73.1% | $64,186-67.9% |
| Participation rate | 96.3% | 72.8%+23.5pp | 77.0%+19.4pp | 69.6%+26.8pp |
| Annual return | -6.42% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,526 | $1,832-16.7% | $2,485-38.6% | $2,381-35.9% |
| Participant deferral / active EE | $805 | $3,145-74.4% | $3,852-79.1% | $3,470-76.8% |
| Admin fee / account holder | $1,507 | $4,667-67.7% | $6,675-77.4% | $4,888-69.2% |