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 | $16,042 | $52,681-69.5% | $75,781-78.8% | $59,632-73.1% |
| Participation rate | 76.7% | 67.2%+9.4pp | 75.8%+0.8pp | 68.7%+8.0pp |
| Annual return | -0.67% | 2.95%-3.6pp | 9.68%-10.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $655 | $2,591-74.7% | $3,651-82.1% | $3,192-79.5% |
| Admin fee / account holder | $957 | $3,610-73.5% | $5,299-81.9% | $4,297-77.7% |