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 | $14,445 | $57,354-74.8% | $83,848-82.8% | $64,186-77.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,031 | $2,545-20.2% | $3,631-44.1% | $2,381-14.7% |
| Participant deferral / active EE | $1,044 | $2,993-65.1% | $4,082-74.4% | $3,470-69.9% |
| Admin fee / account holder | $2,492 | $4,046-38.4% | $5,478-54.5% | $4,888-49.0% |