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 | $17,020 | $77,813-78.1% | $123,544-86.2% | $64,186-73.5% |
| Participation rate | 76.5% | 74.7%+1.8pp | 82.3%-5.8pp | 69.6%+6.9pp |
| Annual return | -4.87% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,941 | $3,014-2.4% | $4,628-36.4% | $2,381+23.5% |
| Participant deferral / active EE | $1,771 | $5,240-66.2% | $6,426-72.4% | $3,470-49.0% |
| Admin fee / account holder | $3,301 | $5,519-40.2% | $9,284-64.4% | $4,888-32.5% |