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 | $2,807 | $56,199-95.0% | $67,652-95.9% | $59,632-95.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.93% | 18505.31%-18507.2pp | 6625.04%-6627.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $866 | $1,614-46.4% | $2,266-61.8% | $2,203-60.7% |
| Participant deferral / active EE | $752 | $2,844-73.6% | $3,560-78.9% | $3,192-76.5% |
| Admin fee / account holder | $713 | $3,958-82.0% | $4,821-85.2% | $4,297-83.4% |