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 4-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 | $4,064 | $82,664-95.1% | $125,339-96.8% | $68,494-94.1% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,229 | $3,381-34.1% | $4,814-53.7% | $2,596-14.1% |
| Participant deferral / active EE | $2,453 | $6,110-59.9% | $7,446-67.1% | $4,027-39.1% |
| Admin fee / account holder | $423 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |