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 | $53,771 | $174,276-69.1% | $141,084-61.9% | $357,791-85.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 63.5%+36.5pp | 85.6%+14.4pp |
| Annual return | 14.78% | -44.02%+58.8pp | -42.88%+57.7pp | 396.79%-382.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,224-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,957 | $1,552+90.6% | $1,670+77.1% | $5,521-46.4% |
| Admin fee / account holder | $2,452 | $2,451+0.1% | $3,020-18.8% | $28,387-91.4% |