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 5-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 | $15,252 | $72,404-78.9% | $110,238-86.2% | $64,186-76.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.83% | -6.29%+3.5pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $933 | $2,282-59.1% | $3,826-75.6% | $2,381-60.8% |
| Participant deferral / active EE | $477 | $3,469-86.2% | $4,672-89.8% | $3,470-86.2% |
| Admin fee / account holder | $514 | $5,664-90.9% | $8,547-94.0% | $4,888-89.5% |