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 8-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 | $9,631 | $39,798-75.8% | $67,711-85.8% | $59,632-83.8% |
| Participation rate | 75.0% | 57.4%+17.6pp | 67.5%+7.5pp | 68.7%+6.3pp |
| Annual return | -0.44% | 89.94%-90.4pp | 25.41%-25.8pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $803 | $1,393-42.3% | $2,559-68.6% | $2,203-63.5% |
| Participant deferral / active EE | $552 | $2,335-76.4% | $3,585-84.6% | $3,192-82.7% |
| Admin fee / account holder | $396 | $3,212-87.7% | $4,255-90.7% | $4,297-90.8% |