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 9-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 | $3,750 | $92,703-96.0% | $82,719-95.5% | $134,475-97.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.35% | 944.92%-964.3pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $356 | $3,274-89.1% | $3,009-88.2% | $4,740-92.5% |
| Participant deferral / active EE | $560 | $4,802-88.3% | $4,395-87.3% | $6,400-91.3% |
| Admin fee / account holder | $794 | $5,983-86.7% | $5,329-85.1% | $11,426-93.1% |