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 | $10,085 | $97,044-89.6% | $83,333-87.9% | $135,375-92.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.80% | 12.31%-15.1pp | 10.63%-13.4pp | 519.73%-522.5pp |
| Employer contribution / active EE | $574 | $4,143-86.2% | $3,379-83.0% | $4,779-88.0% |
| Participant deferral / active EE | $574 | $5,964-90.4% | $5,565-89.7% | $5,609-89.8% |
| Admin fee / account holder | $14,904 | $8,380+77.9% | $7,510+98.4% | $10,827+37.7% |