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 | $5,069 | $62,573-91.9% | $85,682-94.1% | $85,850-94.1% |
| Participation rate | 96.3% | 61.1%+35.2pp | 69.9%+26.4pp | 69.3%+27.0pp |
| Annual return | 18.08% | 23.77%-5.7pp | 21.49%-3.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $905 | $1,757-48.5% | $2,618-65.4% | $2,565-64.7% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $779 | $4,640-83.2% | $6,873-88.7% | $6,260-87.6% |