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 | $2,757 | $61,774-95.5% | $97,226-97.2% | $80,856-96.6% |
| Participation rate | 82.7% | 63.5%+19.2pp | 72.7%+10.0pp | 67.6%+15.1pp |
| Annual return | 14.70% | -557.90%+572.6pp | 75.13%-60.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $503 | $1,837-72.6% | $2,729-81.6% | $2,755-81.7% |
| Participant deferral / active EE | $660 | $3,029-78.2% | $4,264-84.5% | $4,296-84.6% |
| Admin fee / account holder | $368 | $5,166-92.9% | $5,654-93.5% | $6,918-94.7% |