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 | $3,522 | $105,860-96.7% | $90,749-96.1% | $134,475-97.4% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.7%-5.1pp | 81.2%-10.6pp |
| Annual return | -20.36% | -11.01%-9.3pp | -12.16%-8.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $573 | $5,216-89.0% | $4,564-87.4% | $6,400-91.0% |
| Admin fee / account holder | $1,613 | $13,938-88.4% | $8,445-80.9% | $11,426-85.9% |