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 | $4,230 | $45,566-90.7% | $64,105-93.4% | $59,632-92.9% |
| Participation rate | 85.3% | 60.2%+25.1pp | 68.2%+17.1pp | 68.7%+16.6pp |
| Annual return | -1.41% | 4.95%-6.4pp | 791.24%-792.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,299 | $934+146.1% | $1,820+26.3% | $2,203+4.4% |
| Participant deferral / active EE | $578 | $2,057-71.9% | $2,822-79.5% | $3,192-81.9% |
| Admin fee / account holder | $1,285 | $3,268-60.7% | $4,499-71.4% | $4,297-70.1% |