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 | $7,020 | $76,000-90.8% | $154,107-95.4% | $64,186-89.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -7.60% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $970 | $3,351-71.0% | $5,298-81.7% | $2,381-59.3% |
| Participant deferral / active EE | $444 | $3,175-86.0% | $5,081-91.3% | $3,470-87.2% |
| Admin fee / account holder | $1,394 | $5,596-75.1% | $13,411-89.6% | $4,888-71.5% |