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 | $4,571 | $63,346-92.8% | $92,233-95.0% | $70,131-93.5% |
| Participation rate | 96.8% | 68.7%+28.1pp | 76.5%+20.3pp | 69.5%+27.2pp |
| Annual return | 19.39% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,112 | $2,471-55.0% | $3,679-69.8% | $2,342-52.5% |
| Participant deferral / active EE | $538 | $2,854-81.1% | $3,897-86.2% | $3,332-83.8% |
| Admin fee / account holder | $775 | $3,840-79.8% | $5,194-85.1% | $4,645-83.3% |