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 | $15,421 | $56,199-72.6% | $67,652-77.2% | $59,632-74.1% |
| Participation rate | 82.7% | 71.5%+11.2pp | 75.7%+7.0pp | 68.7%+14.0pp |
| Annual return | 0.06% | 18505.31%-18505.2pp | 6625.04%-6625.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $569 | $1,614-64.8% | $2,266-74.9% | $2,203-74.2% |
| Participant deferral / active EE | $573 | $2,844-79.9% | $3,560-83.9% | $3,192-82.1% |
| Admin fee / account holder | $1,762 | $3,958-55.5% | $4,821-63.4% | $4,297-59.0% |