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 | $9,269 | $100,754-90.8% | $86,677-89.3% | $134,475-93.1% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -13.37% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $883 | $3,489-74.7% | $2,836-68.9% | $4,740-81.4% |
| Participant deferral / active EE | $1,215 | $5,338-77.2% | $4,656-73.9% | $6,400-81.0% |
| Admin fee / account holder | $4,411 | $10,926-59.6% | $7,493-41.1% | $11,426-61.4% |