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 9-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 | $10,134 | $71,883-85.9% | $86,677-88.3% | $68,494-85.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.23% | 3.52%-19.8pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,481 | $2,173-31.8% | $2,836-47.8% | $2,596-43.0% |
| Participant deferral / active EE | $691 | $3,779-81.7% | $4,656-85.2% | $4,027-82.9% |
| Admin fee / account holder | $2,356 | $6,112-61.5% | $7,493-68.6% | $5,403-56.4% |