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 | $11,414 | $72,177-84.2% | $115,037-90.1% | $59,632-80.9% |
| Participation rate | 78.4% | 72.6%+5.9pp | 81.4%-2.9pp | 68.7%+9.8pp |
| Annual return | -1.97% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,626 | $4,783-66.0% | $6,026-73.0% | $3,192-49.1% |
| Admin fee / account holder | $1,712 | $4,927-65.3% | $8,175-79.1% | $4,297-60.2% |