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 | $11,125 | $75,828-85.3% | $147,614-92.5% | $59,632-81.3% |
| Participation rate | 95.7% | 71.6%+24.2pp | 84.6%+11.1pp | 68.7%+27.1pp |
| Annual return | -2.14% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $866 | $3,485-75.1% | $5,564-84.4% | $2,203-60.7% |
| Participant deferral / active EE | $718 | $3,130-77.1% | $4,895-85.3% | $3,192-77.5% |
| Admin fee / account holder | $1,244 | $5,985-79.2% | $11,611-89.3% | $4,297-71.1% |