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 | $19,863 | $56,199-64.7% | $67,652-70.6% | $59,632-66.7% |
| Participation rate | 98.2% | 71.5%+26.8pp | 75.7%+22.6pp | 68.7%+29.6pp |
| Annual return | -0.84% | 18505.31%-18506.2pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $751 | $1,614-53.5% | $2,266-66.8% | $2,203-65.9% |
| Participant deferral / active EE | $995 | $2,844-65.0% | $3,560-72.1% | $3,192-68.8% |
| Admin fee / account holder | $837 | $3,958-78.9% | $4,821-82.6% | $4,297-80.5% |