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 | $4,048 | $82,664-95.1% | $125,339-96.8% | $68,494-94.1% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $937 | $3,381-72.3% | $4,814-80.5% | $2,596-63.9% |
| Participant deferral / active EE | $1,522 | $6,110-75.1% | $7,446-79.6% | $4,027-62.2% |
| Admin fee / account holder | $765 | $6,275-87.8% | $10,010-92.4% | $5,403-85.8% |