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 6-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 | $7,847 | $82,664-90.5% | $125,339-93.7% | $68,494-88.5% |
| Participation rate | 81.6% | 75.0%+6.6pp | 82.4%-0.7pp | 67.9%+13.7pp |
| Annual return | -18.60% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,453 | $3,381-57.0% | $4,814-69.8% | $2,596-44.0% |
| Participant deferral / active EE | $2,393 | $6,110-60.8% | $7,446-67.9% | $4,027-40.6% |
| Admin fee / account holder | $454 | $6,275-92.8% | $10,010-95.5% | $5,403-91.6% |