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 8-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 | $4,915 | $100,754-95.1% | $86,677-94.3% | $134,475-96.3% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -17.98% | 29.04%-47.0pp | 35.91%-53.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $857 | $3,489-75.4% | $2,836-69.8% | $4,740-81.9% |
| Participant deferral / active EE | $872 | $5,338-83.7% | $4,656-81.3% | $6,400-86.4% |
| Admin fee / account holder | $398 | $10,926-96.4% | $7,493-94.7% | $11,426-96.5% |