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 3-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 | $6,149 | $56,199-89.1% | $67,652-90.9% | $59,632-89.7% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | -0.90% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $265 | $2,844-90.7% | $3,560-92.6% | $3,192-91.7% |
| Admin fee / account holder | $1,422 | $3,958-64.1% | $4,821-70.5% | $4,297-66.9% |