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 | $23,223 | $65,703-64.7% | $94,224-75.4% | $59,632-61.1% |
| Participation rate | 75.5% | 72.1%+3.4pp | 78.8%-3.3pp | 68.7%+6.8pp |
| Annual return | -2.27% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $437 | $2,021-78.4% | $3,587-87.8% | $2,203-80.2% |
| Participant deferral / active EE | $913 | $3,143-71.0% | $4,320-78.9% | $3,192-71.4% |
| Admin fee / account holder | $1,612 | $4,264-62.2% | $6,269-74.3% | $4,297-62.5% |