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 | $15,276 | $52,681-71.0% | $75,781-79.8% | $59,632-74.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.83% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,049 | $2,193-6.6% | $3,323-38.3% | $2,203-7.0% |
| Participant deferral / active EE | $784 | $2,591-69.7% | $3,651-78.5% | $3,192-75.4% |
| Admin fee / account holder | $530 | $3,610-85.3% | $5,299-90.0% | $4,297-87.7% |