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 | $53,738 | $331,010-83.8% | $284,014-81.1% | $357,791-85.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 78.2%+21.8pp | 85.6%+14.4pp |
| Annual return | 12.23% | -7.54%+19.8pp | -6.84%+19.1pp | 396.79%-384.6pp |
| Employer contribution / active EE | $0 | $4,421-100.0% | $4,497-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $1,888 | $4,180-54.8% | $5,463-65.4% | $5,521-65.8% |
| Admin fee / account holder | $2,372 | $15,699-84.9% | $16,425-85.6% | $28,387-91.6% |