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 | $7,417 | $76,000-90.2% | $154,107-95.2% | $64,186-88.4% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -0.47% | 30.32%-30.8pp | 735.12%-735.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $604 | $3,351-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $592 | $3,175-81.4% | $5,081-88.3% | $3,470-82.9% |
| Admin fee / account holder | $1,911 | $5,596-65.9% | $13,411-85.8% | $4,888-60.9% |