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 | $8,776 | $76,000-88.5% | $154,107-94.3% | $64,186-86.3% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.2pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $395 | $3,351-88.2% | $5,298-92.5% | $2,381-83.4% |
| Participant deferral / active EE | $521 | $3,175-83.6% | $5,081-89.7% | $3,470-85.0% |
| Admin fee / account holder | $786 | $5,596-86.0% | $13,411-94.1% | $4,888-83.9% |